OUR SERVICES

Investments

Carefully plan and safeguard your life savings with a structured approach to match your goals. To match your goals, you will need to manage risk whilst obtaining the desired return.

Retirement Planning

Retirement planning is a holistic process that should start today. Asset Tree financial planners will work with you to tailor your own plan for the next phase of your life. 

Employee Benefits

We not only look after individuals; corporate groups of varying sizes also have a well thought out and meticulously planned retirement fund scheme that is specific to the company. Costs are managed to make sure the benefit is attractive to the employee.

Short Term Insurance

Is your vehicle, home, device or building covered against damage, theft or fire? Let us make sure your daily belongings are covered so that you are not out of pocket when an unexpected accident happens.  

Wills

Undoubtably the single most important document in your life is your will. 

Estate Planning

Managing, arranging and anticipating whilst you are still alive for when you become incapacitated or pass away which will allow your loved ones to be taken care of.

Medical Aid

Medical Aid has become an important part of your life portfolio due to bills growing both in and out of hospital. Medical aids have evolved over time where you can have cover both in or out of hospital and can have network plans to help bring down the monthly premium.

Get in touch with us so that we can do a full review.

Gap Cover

Medical bills are ever growing. Co-payments, specialist fees and potential shortfalls the need for a gap cover to compliment your medical aid is now greater than ever.

Get in touch with us for a review on your current option or new cover.

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