SurePlan consists of a team of professional, qualified financial advisors who deliver appropriate financial services and advice of the highest standards to both corporates and individuals.
Business ethics, honesty and integrity forms the cornerstone of our practice. Our mission is to protect and enhance the assets and wealth of our clients by preserving their legacy. We specialise in asset protection, wealth creation and risk management. It is our experience that almost all the clients who previously engaged in financial planning do not employ or has never been advised on how to employ the most appropriate financial structures to protect and grow their assets.
We, first and foremost, provide our clients with the most appropriate advice in respect of Estate Planning, Retirement Planning, Long-