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Services We Offer

Risk Cover

  • Medical Aid
    Safeguarding your financial well-being, by prioritizing your health.
  • Short-term insurance
    Prepare for the unexpected and live with peace of mind.
  • Life insurance
    One of the foundational pillars of your family’s financial security.
  • Income Protection
    Ensure your ability to meet financial obligations by safeguarding your income in the event of injury or illness.
  • Severe illness
    Protect yourself against the financial strain of serious medical conditions with a payout that supports your recovery journey.
  • Capital Disability
    Secure your financial stability with a lump sum benefit if a permanent disability impacts your earning potential.
  • Employee Benefits (Group Health & Group Risk)
    Attract and retain top talent by offering comprehensive health and risk coverage tailored to your employees' needs.
  • Buy & Sell Agreements
    Protect your business’s future by ensuring a smooth transition of ownership in the event of a partner’s death or disability.
  • Key Person Insurance
    Safeguard your business's continuity by insuring against the loss of critical individuals who drive its success.

Investments

  • Retirement Savings Plans
    Secure your future with tailored savings solutions designed to grow your wealth for a comfortable retirement.
  • Preserver Plans
    Protect and grow your retirement savings when transitioning between jobs or funds, ensuring uninterrupted growth.
  • Retirement Income Plans
    Enjoy a steady and reliable income stream during your retirement years, giving you financial peace of mind.
  • Flexible Plans | Endowment Plans
    Achieve your financial goals with versatile plans that balance growth and access to your funds.
  • Guaranteed Return Plans
    Benefit from financial stability with plans that offer predictable and assured returns on your investment.
  • Global Plans
    Diversify your portfolio and take advantage of international opportunities with globally-focused investment solutions.

Retirement Planning

  • Formula-Based Retirement Planning
    Detailed retirement (goal) planning with comprehensive calculations supporting the achievement of a financially secure future, tailored to your lifestyle and aspirations.

Personal Structures

  • Bespoke Personal Structure
    Minimize your efficient tax rates, reduce your personal liability and responsible succession (estate) planning.
  • Ideal for Entrepreneurs and independent contractors
    Our personalized structures are designed to meet the unique needs of entrepreneurs and independent contractors. These solutions offer tax efficiency, safeguard assets, and ensure effective succession planning, helping you build a strong financial foundation for long-term success.

Accounting Services

  • Bookkeeping, Accounting, Payroll Tax requirements
    Support functions needed to run compliant personal structures – ideal for entrepreneurs seeking efficiency and accuracy in managing their financial records.
  • Annual Financial Statement Preparation
    Preparation of compliant Annual Financial Statements (AFS) to facilitate the revision of wealth goals and enable potential capital or debt raising for future growth.

Secretarial Services

  • Company Registrations, Annual Returns, UBO’s, Name Changes, Director Changes (All CIPC related service)
    We offer comprehensive CIPC-related services, including company registrations, filing annual returns, updating Ultimate Beneficial Owners (UBOs), facilitating name and director changes, and more. Our expertise ensures compliance and efficiency in managing your company's statutory requirements.

Tax Consulting

  • Tax Planning
    Proactively optimize your tax liabilities with tailored strategies that align with your personal or business financial goals.
  • Monthly, Bi-Yearly Yearly Returns
    Accurate and timely submission of all required tax returns, ensuring compliance and minimizing the risk of penalties.

Personal Banking

  • Transaction Accounts, Credit Cards Banking Suits
    We offer exceptional banking, combining personalised features, exclusive benefits, world-class service and enhanced rewards. Even better, it's available 24/7, anywhere in the world all on the Discovery Bank app!
  • Home Loans
    Get a personalised interest rate, plus a further discount of up to 1% on your home loan.