SERVICES

Whether you require personal and/or business financial assistance; our specialist financial advisors are trained to listen to your requirements, assess risks and offer expert advice to ensure an optimal financial plan detailed to your specifications.

We offer a large range of financial management services; resulting in wealth prosperity and peace of mind for you.

INSURANCE

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LONG TERM INSURANCE

  • Life Assurance
  • Dread Disease / Severe Illness Cover 
  • Disability Assurance 
  • Income Replacement Assurance 
  • Partnership Assurance
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SHORT TERM INSURANCE

  • Domestic 
  • Commercial
     

INVESTMENT PLANNING

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  • Unit Trusts 
  • Shares 
  • Offshore Investments 
  • Endowments

RETIREMENT PLANNING

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  • Retirement Annuities
  • Preservation Fund
  • Provident Funds
  • Pensions Funds
  • Living Annuities 
  • Fixed Rate Annuities

OTHER

  • International Investment Property in Mauritius 
  • Off Shore Banking (As referral)
  • Legal Advice (As referral)
  • Company set up and structuring specialising in Mauritius (As referral)
  • FOREX exchange transactions (As Referral)
  • Local & International Trust Set ups (As Referral)