OUR PRODUCTS & SERVICES
Explore our range of products and services to discover how Heptagon Capital can help you achieve financial success and security:

RISK PROVISION

- Life Cover
- Disability Cover
- Severe Illness Cover
- Income Protection
- Funeral Cover
- Wills

PLANNING SERVICES

- Estate Planning
- Retirement Planning
- Investment Planning
- Debt Planning
- Wealth Creation
- Education Provision

RETIREMENT PROVISION

- Retirement Annuities
- Pension & Provident Funds
- Income Plans
- Preservation Funds
- Pension & Provident

What to do

INVESTMENT PROVISION

- Unit Trust – Lisp Investments
- Life Investments
- Offshore Investments
- Alternative Investments

BUSINESS ASSURANCE PROVISION

- Buy & Sell
- Keyman Insurance
- Sinking Funds
- Group Benefits
- Pension & Group Life Cover
- Employee Benefits

SHORT TERM INSURANCE & MEDICAL

- Personal Lines
- Home
- Car
- Content
- Commercial/Business Cover
- Specialised Risks
- Medical Aids
- Gap Cover

Collaborative Services with Trusted Partners

- Setting up of trusts
- Budgeting
-Education and Assistance
- Drafting of Wills
- Winding up of Deceased Estates
- Accounting Services
- Tax Services
- Company Registrations

We proudly collaborate with our esteemed business partners to offer comprehensive services. While we do not specialize in these areas, we work closely with our partners to ensure exceptional planning and outcomes for all clients.

By combining the expertise of two or more specialists, we deliver greater value and invaluable results for our clients. Together, we provide a holistic approach to planning that enhances the overall experience and success of our clients' financial journeys.

Trusted Service Providers

taxconsulting
lawyer
risk consulting
attorneys
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