Life Insurance
Our mission is to determine our client’s specific needs, furnish appropriate advice based on facts and years of experience in the industry, and implement a solution that will suit the client. The Life Insurance industry is changing continuously and OCTOFIN is the perfect partner to keep you up to date, advise, and support through ongoing ethical service delivery.
Products include: Life insurance, disability, dread disease, incapacity, income protection, accident benefits, etc.
Investments
OCTOFIN caters for every type of investor, from the newborn to the pensioner. Our mission is to achieve the best possible returns for our clients, taking risk profile and cost in consideration. We realize that needs differ and partner with our clients to seek tailor-made solutions, using only recognized product providers, accredited with the FINANCIAL SECTOR CONDUCT AUTHORITY (FSCA).
Products include: Share portfolios, Fixed investments, guaranteed plans, unit trusts, money market, etc.
Estate Planning
We believe that well-structured estate planning is essential for every individual and business. Through computer technology, everybody has access to programs advising clients how to structure their portfolios. However, as this is a highly specialized field, OCTOFIN uses specialists, renowned in the industry, to support our clients. Through our slogan: “Together we achieve”, we have proven that involving you, the client, your auditors, your attorney, and our expertise and professionals from product providers, we can b