Our Trusted Partners
Risk Management
Risk management is essential to safeguarding the success and longevity of your financial plan. It helps ensure continuity when life’s unexpected events impact your ability to earn an income—whether for a few months or until retirement. By putting the right cover in place, you protect your assets and provide financial security for your loved ones should anything happen to you.
- Life Cover
- Disability Cover
- Income Protection
- Critical Illnes Benefits
- Buy and Sell Agreements (Cover)
- Key Person Assurance
- Estate Planning
- Wills & Testaments
PPS Insurance
PPS belongs to its members and operates under the ethos of mutuality, this means that members with qualifying PPS products can exclusively share in the profits of the PPS Group, through the unique PPS Profit-Share Account (previously known as the SRA). PPS offers tailor-made insurance, investment and healthcare solutions exclusively for graduate professionals.
Who can join PPS?
Graduate Professionals completing or holding a qualifying four-year degree, or equivalent thereof, such as an honors, a Masters or Doctorate his situation and adjust the recommendations, if needed, as the client’s life changes.
Estate Planning
Estate planning involves the strategic preparation and management of an individual’s assets to ensure that, in the event of their passing, their legacy is preserved. This includes the distribution of assets to heirs and the settlement of any estate-related taxes—helping to provide clarity, reduce burdens, and ensure loved ones are financially protected.
Retirement Planning
Achieving financial independence starts with a clear retirement plan. At CDT, we help assess whether you're on track to retire comfortably, identify opportunities for improvement, and empower you with the financial knowledge needed to make informed decisions. Through tailored strategies and disciplined savings plans, we guide you toward a secure and fulfilling retirement.
Wealth Creation
The sooner you begin saving and investing, the more secure your retirement can be. A well-prepared retirement strategy typically draws from three key sources—investments, social security, and pension benefits. With careful, proactive planning, CDT helps you build a strong foundation for long-term financial independence.