An Authorised FSP providing Independent advice & solutions to people about the daily financial risks that affect them & their loved ones...

The chassis being that of Education & Independence, whereby our clients receive the best quality advice and education about the financial risks that directly impact upon them, their families and their businesses, thereby allowing them to make well informed decisions & to take the necessary steps to cover those who absolutely depend on their preparedness. Independence in its most basic understanding in that our recommendations but should fit the needs of our clients, and therefore we cannot allow any bias to compromise that result.

Utilising a Six Step process for Financial Planning our Planners are able to determine the financial risks associated with your personal life your business.

Focus areas in Personal Planning consists of: Estate Planning, Income Replacement, Disability/Illness Cover, Retirement Planning, Investing and Personal Vehicle & Asset Cover.

Focus areas in Business Planning: Partnership Agreements, Key Person Cover, Liability Cover, Group Health/Risk/Retirement and Commercial Vehicle & Asset Cover.

All of this supported by our carefully selected panel of underwriters and insurers, makes for a job well executed!

CLAY Group

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CLAY Group

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Teams

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