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Settlement Trusts

We pride ourselves in our competitively priced Settlement Trust services that guarantee easy access to your Trustee and the team.

Do you or your client have a claim as a result of a motor vehicle accident, medical malpractice or any other cause?  Was it found that your or your client’s funds have to be protected?  Our Settlement Trust vehicle is the answer to the protection of your funds.  Our team will not only give you peace of mind that your funds and financial affairs are well taken care of, but we will also assist you and guide you in all aspects of your financial and personal life.

Do you or your client have a claim as a result of a motor vehicle accident, medical malpractice or any other cause?  Was it found that your or your client’s funds have to be protected?  Our Settlement Trust vehicle is the answer to the protection of your funds.  Our team will not only give you peace of mind that your funds and financial affairs are well taken care of, but we will also assist you and guide you in all aspects of your financial and personal life.

Our value added services and in-house approach offers you easy access to your Trust and your Trustee, and it gives you the opportunity to have all your personal affairs dealt with under one roof, whether it be your finances and investments, your medical aid or medical treatment, or your short and long term insurance.  We are here for you and we will take care of you.

We pride ourselves in our competitively priced services that guarantee easy access to your Trustee and the team, a quick response time to all your queries and / or concerns, and a holistic approach to your physical, mental and financial wellbeing.

Our value added services and in-house approach offers you easy access to your Trust and your Trustee, and it gives you the opportunity to have all your personal affairs dealt with under one roof, whether it be your finances and investments, your medical aid or medical treatment, or your short and long term insurance.  We are here for you and we will take care of you.

We pride ourselves in our competitively priced services that guarantee easy access to your Trustee and the team, a quick response time to all your queries and / or concerns, and a holistic approach to your physical, mental and financial wellbeing.

Our value-added services include:

  • Financial planning – budgeting, tax advice and debt management;
  • Risk management – Short -and long-term insurance;
  • Medical aid and medical support;
  • Family wellness – counselling, life coaching, job seeking;
  • Caregiver training and monitoring.

Our value-added services include:

  • Financial planning – budgeting, tax advice and debt management;
  • Risk management – Short -and long-term insurance;
  • Medical aid and medical support;
  • Family wellness – counselling, life coaching, job seeking;
  • Caregiver training and monitoring.