At Elite Financial Planning, our preferred investment vehicles are Collective Investment Schemes, with Allan Gray as our primary service provider. This includes a full range of Retirement Annuities and Offshore Investment Products.

We are proud to offer our own Model Portfolios, with professional management outsourced to Amity Investment Solutions, ensuring disciplined oversight and expert portfolio construction.

Clients benefit from comprehensive quarterly reports that track performance, provide market insights, and keep their investment journey aligned with their goals.

With a carefully selected group of six leading insurers to source the most suitable and competitive risk cover for each client.

Our comprehensive range of protection includes Dread Disease, Income Protection, Life and Disability Cover, Partnership Protection, and Debt Reduction Policies — ensuring financial security and peace of mind when life takes an unexpected turn.

We offer Bond Cover to protect your home and loved ones should unforeseen circumstances occur. This cover ensures that your bond or home loan is settled in the event of death, disability, or serious illness — providing security, stability, and peace of mind for your family.

We assist businesses in designing and managing employee benefit solutions that attract, protect, and retain key talent. This includes group retirement funds, risk benefits, and medical aid solutions tailored to meet both employer objectives and employee wellbeing.

We offer a professional Will drafting service, ensuring your estate is structured according to your wishes. Clients benefit from preferred rates on executor’s fees, providing both value and peace of mind in the management of their legacy.

We provide guidance on Medical Aid and Gap Cover options to ensure clients are protected against unexpected healthcare costs. We work with reputable providers to help clients choose plans that offer the right balance between comprehensive cover and affordability.

Our accounting services are outsourced to trusted professional partners based in the Durban North area. This collaboration ensures clients receive accurate, reliable, and timely financial reporting — supporting their overall financial planning strategy.