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We have over 20 years of experience in consulting Investments and Insurance products, with an extensive list of happy customers.

Who We Are

We have over 20 years of experience in consulting  Investments and Insurance products, with an extensive list of happy customers.

Honesty &Trust

As a team, we thrive on building transparency in what we do and take care of your needs. We aim to provide you that human touch, understand your needs and source financial products from this competitive marketplace. We will be open & honest with you, even if that is at the detriment of a sale. Long term relationship is what we value and not the short-term gain.

Our Team

We are a team of experienced individuals trying to do the best we can and we are strongly against mis-selling. We believe everyone should know what they are buying, and our team will help you through every step, provide you clear information, clarifying all terms and conditions as applicable.

OUR CORE VALUES

Our core values that make
us professional

Consulting

Quality Services

We connect you directly with providers, you pay them. We don’t accept any cash or other forms of payment.

Planning & Strategy

We tell you the facts – The good, the bad, and the ugly about all products

Clients Satisfaction

We aim to provide you a comparison, a product which will meet YOUR NEEDS and suits YOUR BUDGET

Independent Staff

We will allow You as the consumer, decide what is best suited for you.

Providing the best advice

Quote, Compare and Confirm

  • We will generate quotes, compare products and renewal pricing you have received from your existing provider, advise what is most suitable for your needs and budgets
  • We ask questions, get clarity and once you’re satisfied with all the information, you can choose to purchase the financial product of your choice through us.
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