First Step Life and Investment Planners
Offering their clients a choice of premium products and services
Our Mission
To continue being the preferred and independent financial services provider and purveyor of a variety of benefit, risk and wealth solutions to individual, commercial and corporate clients within Southern African and other International Markets.
Personal risk insurance
Planning is required to make provision for continued income and settlement of debts on death and disability. As independent advisors, we tailor make your cover to best suit your individual needs. There are various [...]
Wills and Trusts
We offer the drafting of your will as a free service to our clients with a 2% (excl vat) executor fee. A will is your way of communicating your final wishes to the people you [...]
Retirement Planning
A retirement annuity is an effective means to save towards securing a comfortable retirement income. Due to our independence, we can ensure your retirement savings are invested at the lowest costs in the market. A [...]