
Independent Clients

Local and Offshore Investing
Retirement Planning
You’ve worked hard to create your wealth, and you deserve to retire and enjoy the fruits of your labour. Let us help you plan for your retirement, to ensure that you have a strong retirement savings policy, your children’s education is covered, and you have all the stepping-stones in place to reach the retirement you’ve always dreamed of. When you approach retirement, we will assist you in converting your retirement savings into a monthly income while ensuring that you do not outlive your savings.


Estate Planning

Health Care
Ask yourself this: What is the point of a financial plan, if you run the risk of spending all your hard-earned wealth on a hospital visit? A part of holistic wellbeing that a lot of financial advisors don’t always talk about is health care. But not us. We believe that taking care of your personal well-being is just as important as taking care of your financial wellness. Working closely with you, we create a single, holistic plan that considers all aspects of your present and future: From finding the most appropriate medical aid scheme and plan type, to exploring gap cover options to help you cover any financial shortfalls.


Personal & Corporate Assurance
Imagine how boring life would be if you could predict every twist and turn. To help you better enjoy the ups, let us help you prepare for the downs. A S Sure Investment Services offers a wide range of personal and corporate assurance solutions, to ensure that your interests are protected, regardless of what life may throw your way. Let’s work together to craft a plan that offers you personalised:
- Life Cover
- Disability Cover
- Income Protection
- Dread Disease Cover
- Keyman Insurance
- Buy & Sell Policy
SA Corporate Banking & Forex
