Sirius provides our clients with a holistic financial service that includes:
- Investments (Financial Planning and Asset Management)
- Life Insurance
- Risk
Insurance (Short Term and Health)
- Tax Planning and Compliance
- Fiduciary
Services: Wills, Trust Formation and Administration, both locally and offshore.
Our Innovative Products
In an ongoing endeavour to provide our clients with sound
investment opportunities, we constantly explore and develop
innovative products in the domestic and international
markets. In addition to the classical suite of Sirius
investment funds, we offer:
- Single Premium Endowment Plan/strong - Provides
our clients with a tax efficient income solution through an
endowment product via a single premium.
- Recurring Premium Endowment Plan – same
as above but via a monthly recurring premium through an
endowment product.
- Managed Income Plan - Provides our clients with a tax
efficient income solution through an endowment product.
- Single Premium Preservation Fund - An
actively managed retirement solution to preserve your
retirement funds (pension and provident fund).
- Single Premium Retirement Annuity -
Provides our clients with a tax efficient solution to grow
additional funds via a single premium retirement annuity.
- Recurring Premium Retirement Annuity –
same as above but via a monthly recurring premium retirement
annuity to build additional funds for your retirement.
- Equity Linked Living Annuity - An
actively managed retirement solution, providing income in your
retirement via a living annuity.
Our Strategic Relationships
Sirius acts as a custodian of our clients' money, actively managing all assets invested with reputable Asset Management Houses. The investor has NO RISK OF DEFAULT through Sirius.
Sirius is contracted to or has access to all the relevant players in the financial market.
We benefit from close ties with our fund administrators, Prescient Life Limited and our investment managers, 27four Investment Managers (Pty) Ltd.
Several prominent accounting and legal firms also form part of the Sirius referral network.