Insurance Advisory Service
For your peace of mind
Human Life can never be without risk. When things go wrong, insurance can help you pay expenses or cover your losses, providing security and peace of mind.
Grow
Go beyond the traditional
Meet your Wealth Advisors to discuss your risk profile, complete full needs analysis so that they help you plan an advice led growth strategy for your funds, taking into consideration time and costs of funds over such a period.
Protect
Dedicated assistance
Your advisors can help you address you needs, looking into the exposure of your debts, your family income needs, current asset risks (vehicles and fixed assets and machinery), your children's educational needs, retirement and tax needs at death.
Preserve
Ensure your legacy
The Wealth Advisory team will use vehicles such as family trusts; the FNB International Trust, and Ashburton Investment Funds to ensure your wealth is preserved for decades.
