services

What We Do

Our Services

Experience our commitment to excellence through our comprehensive range of solutions, tailored to meet your business and personal needs.

SHORT TERM INSURANCE

A short-term insurance policy provides cover against loss, damage, liabilities and more. You pay a premium (either monthly or annually) to an insurance company who in return provides the cover to compensate you when you suffer a loss on insured items.

Commercial lines
Personal lines
Public liability
Professional indemnity
Taxi insurance
Legal and tax cover
Performance guarantee

Our car cover, cover either the market value, retail value or trade value of the car. When you insure your car through TSM Wealth, we assist you with all the admin and make sure choosing insurance through us is a walk in the park as we work with multiple brands.

LONG TERM INSURANCE

Long-term insurance provides financial protection and security for individuals and families over an extended period. These products help policyholders manage risks related to death, disability, or critical illness, ensuring financial stability.

Group funeral schemes
Personal funeral benefit
Life cover/ bond cover/dread disease and disability cover
Riot & strike /personal accident cover (GAP)/commuting journey policies
Augmentation policies
Education policies
Credit life insurance
Group Life cover
Buy and sell agreements
Business assurance
Wills and trusts

INVESTMENTS

Our partners are investment managers, focused on creating financial security for investors. You can access our investment expertise through our unit trusts investments and group investments. We pursue long-term returns without taking undue risks and we are deeply committed to investing with our clients’ best interests at heart.

Short & Long Term Investments
Offshore Investments
Provident & Pension Funds
Corporate Benefits
Retirement Annuities

FINANCE

Accountancy
Tax/ Bookkeeping
Annual Financial Statements
Management Reports
Budget & Cash-flow Projections
Payroll
Advisory
Risk management
Independent Reviews
Compliance management

BANKING

Our Banking services are for individuals and businesses seeking personalized banking solutions that cater to their unique financial needs and goals.

We offer a range of products including:

Transaction Accounts:

– Bundled fees: A comprehensive account with a bundle of free transactions

– Pay-as-you-transact fees: A low-cost option that allows you to pay for what you use

– Savings Accounts: Protect and grow your money with a wide range of savings accounts at competitive interest rates, including demand, notice, tax-free, and fixed deposit accounts