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Who We Are
TrueIILife™ Financial Services (Pty) Ltd has a focused Life and Health Care
division, and each month our business continues to grow. We have invested heavily
in our staff and technology and we have a hands-on back office and compliance
department that enables us to deliver rock-solid advice every day.
The Key areas we specialise in are : Structuring and cleaning up risk portfolios by making sure that you have the best risk benefits at the best price from the best company. Assisting in the preparation of a will. Advising on investments. We specialise in reviewing existing portfolios. Implementation Upon the completion of a fact finding and financial needs analysis, the second step is for us to take the information back to our offices, where it is reviewed and analysed, and a written report with recommendations is prepared. Then we assist you in implementing the right solution and prepare a permanent record, which is kept up to date through the years, as our attempt is to develop a long-term client / advisor relationship.
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