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Holistic Planning

Holistic Financial Planning is a process that involves gathering information, setting life goals, examining your current financial status and developing a plan which outlines how you can meet your goals given your current situation and future plans.

Comprehensive Solutions

Our solutions for individuals and businesses have been specifically designed to assist you in realising your goals through the appropriate management of your finances and assets, careful healthcare planning and tailored wellness initiatives.

Reaching Goals

Whether you’re planning for your retirement, saving for your child’s education, buying a home, planning your estate or looking to set up a strong financial foundation for your business. We develop and implement strategies to bridge the gap between where you are now and where you’d like to be.

Holistic Planning

Holistic Financial Planning is a process that involves gathering information, setting life goals, examining your current financial status and developing a plan which outlines how you can meet your goals given your current situation and future plans.

Estate Planning

Estate Planning is the combined preparation of managing an individuals asset base should that person become incapacitated or pass away. Duties range from.

Retirement Planning

Retirement is an essential part of life and is should be a time of reaping the rewards from your hard work over the years. Retirement Planning is a process that can yield great benefits with clever planning.

Healthcare

Healthcare is undoubtedly one of the most expensive services you will have to work with in your lifetime. Quality healthcare is essential and you cannot compromise when it comes to your health or the health of your loved ones.

Investments

Investing in something is usually a means of supporting something with financial resources with the promise of rewarding returns. There are a number of ways that you can invest your money so that you can grow it and collect it with its accumulated interest.

Business Continuity

Estate Planning is the combined preparation of managing an individuals asset base should that person become incapacitated or pass away. Duties range from.

Fiduciary Services

Estate Planning is the combined preparation of managing an individuals asset base should that person become incapacitated or pass away. Duties range from.

Find Out More

What Is Multiply?

Multiply

Multiply is a wellness and rewards programme that helps you make the right choices so that you can live a better, healthier life and also gives you the money to help you afford it.

Wellness

Multiply’s goal is to help you make better life choices. Use Multiply to get more money by doing the things that matter to you – things you already do every day.

Rewards

Multiply rewards you for every move you make to improve your life. Choosing wellness means discounts and cashbacks with our various partners – Edgars, Pick n Pay, Mango flights and more – as well as on Momentum products.

Contact Us

Johannesburg Office

Telephone Number: +27 87 234 9550

Fax Number: +27 87 808 6733

Address: Office 116, 1st Floor, Valley Centre, 396 Jan Smuts Ave, Craighall

Durban Office

Telephone Number: +27 87 501 0001

Fax Number: +27 86 623 0354

Address: The Workstation, 1 Old Main Road, Umhlali, Durban, KwaZulu Natal