About Us

Our mission statement

We are Independent financial Advisors who are caring and committed to provide outstanding service to our customers.

Profile

• Our company was established in 1976 and between all the staff members, we share a total of 75 years in the Insurance Industry.
  
  
• Our director, Dave Shell has been a member of the Insurance Brokers Council (IBC) since 1984.
  
  
• He is also a member of the Institute of Life and Pension Advisors (ILPA) since 1985.
  
  
• We have an associate company South African Pension Fund Trustees (SAPFT).