University Fee Planning

We can calculate the true costs of your child's education in various countries around the world. Then propose tailored individual solutions to offset some or all of the costs.

International and Multi- Currency Mortgages

Property is a significant part of most people’s overall asset allocation. If you have dependents, we can help advise you on mortgage protection. Should you require an international or multi-currency mortgage, or looking to re-finance your property, we can help you get the right advice through our connections with major banks and financial institutions.

Legacy Planning, Trusts & Wills

Accumulate and manage your wealth today, and ensure that tomorrow’s generation can successfully inherit it. Let us help you plan your estate and leave your legacy to your loved ones. Our strong relationships with accountants, tax advisers and lawyers from around the world is another benefit of working with us.

Tax Efficiency  

Do you have an SRS account? Are you an Australian, South African or British Citizen or planning to relocate abroad in the future?  Either way, make sure you know all your options in advance.  We can provide you with the most recent and up to date tax information so you can make the best decisions for your particular circumstances.

Business Owners Solutions

Take advantage of our Business Owners solutions that benefit employees, to maintain and attract talent to your company! We can help you with group medical, group life, personal accident insurance and we also have a dedicated, specialist team, advising on corporate pensions. We can also help you with solutions for business protection such as key man insurance, loan and shareholder protection, along with professional indemnity and directors and officer liability cover.

Life and Health Insurance

IPP ensures your family has the most cost effective and internationally portable cover that suits your family's needs now and in the future.