Provide financial planning support to clients.
Support Investment Professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Respond to prospective customer queries about financial planning.
Assist in the development plans for the company.
Offer subject matter expertise to fellow financial advisors.
Assess company’s financial status
Analyze investment plans
Source and evaluate capital expansion options, including loans and funding
Advise on selling and buying stocks and bonds
Forecast revenues and costs and report any discrepancies
Analyze market trends and identify risks and opportunities
Manage current and future tax payments
Monitor financial procedures and ensure compliance with the law
Provide solutions and set goals to increase profitability
Review day-to-day transactions to identify areas of improvement

The successful and admired life insurance company, which means that we are easiest to deal with, offer the best value for money, and set the standards in the industry. We offer a range of Individual and group insurance solutions that meet your various needs such as Protection, Pension, Savings & Investment, Health and more.