Our diverse team includes experts from various career paths such as teachers, engineers, accountants, medtechs, tourism grads, and more. Even if you don't have a background in finance and business, we provide comprehensive training to equip you for success in this career.
Our team specializes in offering expert financial guidance to individuals, families, and businesses, helping them make informed decisions to achieve their financial goals.
Key responsibilities include:
* Assessing client needs
* Creating financial plans
* Selling of insurance and investment products
* Managing investments
* Planning for education, and more.