Financial services and wealth creation in Sea Point, Cape Town
Surelife Financial Services was established in 2012 as a juristic representative of Discovery Life. Surelife provides expert solutions in the financial sector to individuals and businesses seeking wealth advice. With a group of goal-orientated, professional individuals on your side, you will receive the best possible solution through constant communication, commitment and integrity.
The aim is to assess clients and their financial needs according to industry benchmarks and identify financial requirements through various assessments and analysis. After the analysis, we discuss solutions that complement the client’s lifestyle and financial stability. We believe in a client-centred approach, as it provides personalised and useful financial planning.
Surelife specialises in the following services:
- Wealth creation and protection
- Investment strategy
- Personalised solutions
- Wellness programmes
- Corporate funds
- Group risk benefits
- Offshore investments
- Capitalising on allowable offshore concessions
- Car insurance
- Household insurance
- Homeowners insurance
- Business assurance
- Life insurance
Disability and income protection
Severe illness cover
Business debt settlement
Business or individual financial security can become complex and expensive. By using a professional service, you will save time and money while looking out for your best interests. For a variety of financial planning services, speak to the experts at Surelife located on the 6th floor in The Point Mall.