Our Services

• LIFE ASSURANCE – life cover, disability, dread disease, income protection, educator products 
• (secures either public or private school education for kids up to and including Varsity) 
• and investment products such as Retirement, Living and Life Annuities.

• SHORT TERM INSURANCE – through our Association with Stapleford Insurance Brokers we are able to cover both Commercial (Business) and Personal Lines (car and household insurance) we are able to offer access to the best pricing models for our customers. Stapleford has been in business for over 12 years and has built up a large Commercial and Personal Lines clientbase and ensure the delivery of the highest level of client service

• GROUP BENEFITS – we will source competitive pricing on either Risk (Life, Disability or Funeral Cover) or Investment benefits (Provident, Pension or Group Retirement Annuities) individual investments) through one of our Associate partners. 

• WILLS AND TRUSTS – Our strategic partner in this area is Standard Wills and Trusts that offer tax advice, the drafting of Wills and Trust setups in addition to Executorship services should one of our clients pass away.

• PERSONALISED INVESTMENT MANAGEMENT – is offered through our Association with Integrated Managed Investments, a boutique wealth management company that has been operating for over 20 years. Given the poor investment returns that clients have experienced on either Retirement products or basic Unit Trusts, we felt compelled to find more appropriate investment solutions for our clients.   

• RENTAL FINANCE – is offered through our Association with Highland Rental Finance. With over 15 years specialisation in the Rental Finance environment, Highland offers access to a range of finance solutions, tailor made to suit a clients needs. Wallace Hartford ensures that the Finance House risks are covered through the placement of Contingent Liability cover on the rental finance of the rented assets