Financial Services
For the individual = Securing your future
We at FIG know how important it is to plan ahead. To establish your portfolio, we conduct a needs analysis for your estate and retirement planning.
As a leading professional consultancy in Cape Town, we have access to the best service providers South Africa has to offer.
We have your priorities at heart and when it comes to investment planning and wealth management, and draw on the expertise of highly regarded investment managers in the Financial Services Industry from Plexus Asset Management for local investments and Miton Optimal Multi-Asset Management for international investments.
FIG also has access to highly successful Trust Companies for the drafting and implementation of Wills and Trusts.
For businesses and corporations = Protecting your business
FIG has years of experience working closely with Closed Corporations, Private Companies and Business Trusts.
After establishing your business needs and identifying the risks, we then take it upon ourselves to assist you in the following ways:
- Arranging of Buy & Sell Agreements and Keyman Cover
- Auditing existing Provident and / or Pension Funds
- Implementing umbrella Provident and / or Pension Funds
- Setting up Chamber Provident Funds
- Arranging of Medical Aids
We tailor our approach to your specific needs, because we value your business as much as you do.
