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Our Available Services

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Life Insurance

Life insurance is designed to let people provide for their families financially when they die by means of paying out a lump sum.

 

Portfolio Design

Investing is not glamorous, flashy or sexy. However, carefully tending to your portfolio adds substantial value over time.

 

Financial Planning

I provide a complete financial planning and wealth management solution, building long-term and trusted relationships across the generations.

 

Business Assurance

South Africa has seen a growing number of registrations of small to medium size businesses and as such, the need for advice and implementing sound business assurance plans.

 

Investing

Only a small number of people make ‘investing’ their job. Everyone else approaches it with varying degrees of excitement, fear, skill or recklessness.

 

Contingent Liability

Contingent liability insurance refers to a policy taken out by a business on the life of an employee or director who stands surety for the debts of the business.

  • After completing my medical degree I was hounded by financial planners to take out life policies, Retirement Annuities and investments. So I ended up with all these debit orders going off my account without really knowing why they were in place. After having a bad experience with my adviser I was referred to Ben, and I’m so glad I was. He took the time and explained to me why each different insurance is important, he also explained to me how much cover I should take and why. Now at the end of the month when the debit orders go off my account I know exactly what it is for and how it fits into my financial plan. I sleep well every night knowing that if the worst were to happen, I’m covered.

    Dr. Fokane Medical Doctor

  • Ben Charlton understands that to our family our financial fitness is not simply a matter of figures on a balance sheet, its far more complex than that. To feel secure we have to have confidence that experts who truly care about our future are overseeing our investments. That’s Ben.

    Brad Fourie Business Owner

  • Following purchasing our first home and setting up a business, my husband and I were pleased to meet with Ben and benefit from their expertise. Ben has been helping us in recent months to put in place the necessary financial and legal structures to protect us and our business as it continues to grow. We have found them to be friendly and approachable, and they have listened to our desires and needs throughout the process.

    Nkule Zulu Business Woman

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About Us

  • Our Company

    We cover all aspects of financial planning including: life cover, retirement planning, investments, business assurance and estate planning. Read More
  • What We Do

    We cover all aspects of financial planning including, life cover, retirement planning, investments, business assurance and estate planning.     Read More
  • Who We Are

    My job is to think about the things that you don’t in order to get you the best plan. Read More
  • Why choose Us

    I offer products from the biggest insurance companies: PPS, Sanlam, Old Mutual and Hollard. Read More
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Our Clients & Partners

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