Long Term Insurance
Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd are managed by Emma Fuller and Adrian Fuller, both of whom are Certified Financial Planners®. Emma and Adrian have combined experience of 35 years and are both members of the Financial Planning Institute.
Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd render advice and intermediary services in the following areas of Financial Planning:
Employee Benefits
Advice and intermediary services on long term wealth planning.
Retirement Planning
Secure your retirement with a solution that is tailor-made to your needs.
Investment Planning
Let’s analyse your goals for the future and help to mitigate any risk you might encounter.
Estate Planning
Ensure your loved ones are taken care of by making the process as simple as possible.
Risk Insurance
Protect your valuable assets based on personal risk factors.
Medical Aid
Assistance with everyday life, so that you recover faster or can compensate for health restrictions.
Medical Aid Gap Cover
Cover the gap when medical aid might leave you with unexpected shortfalls.
Cooke Fuller Wealth Management (Pty) Ltd specialises in the administration of Pension and Provident Funds, as well as Group Funeral Schemes. Clients also have access to our in-house scheme, The Complete Health and Medical Plan. This Scheme, administered by Cooke Fuller Risk Benefits (Pty) Ltd, offers individual products such as Group Life Assurance, and Income Protection, at group rates. The Scheme has been developed over the past 25 years and offers a comprehensive range of Benefits to over 300 Clients.
Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd render independent and impartial advice via contracts with all major Insurers and Investment Houses.
Our retail Clients have recognised the need for thorough and realistic retirement planning as well as the critical importance of Business Assurance. Protecting our Clients through the careful consideration of these areas of financial planning is and has always been of paramount importance to us. This, coupled with our Companies’ strong succession plan, continues to provide comfort to our Clients.