We provide financial advice regarding the following: Discovery Health, life insurance, savings and retirement planning, short-term insurance, estate planning and we assist our clients to obtain the highest Vitality status! Should you be interested to learn more about our products, please do not hesitate to contact us! Discovery, health, life insurance, vitality, investment, short-term, last will and testament, financial advice, estate planning, wellness days, retirement planning.

Charlie Heathcote is a Certified Financial Planner that specializes in Discovery Products. The products and services rendered are as follow: Life Insurance, Medical Aid, Gap Cover, Investments and Vitality. Charlie also specializes in Estate Analysis and the preparation of Wills. We assist our clients in achieving their maximum goals and Vitality statuses on their Vitality Policies so they can enjoy the rewards of healthy living. As far as we are concerned we are 1 out of 3 offices that specializes in getting our clients to Gold and Diamond statuses. We have 9 hands on staff under one roof that consists out of 4 Advisers and 5 Assistants to help our clients, we are committed to keeping our clients satisfied and providing them with the best financial services possible.

We create access to sustainable, affordable, quality healthcare through the use of innovative expertise. We deliver this as an efficient, seamless experience. Our mission places our clients at the centre of our business.