Business Financial Mentorship

Ensuring peace of mind

as part of a fulﬁlled life

Stepp 5

Business Financial Mentorship

We understand that, like a bonsai, you need fertiliser to thrive, at STEPP we offer you financial support along the way allowing you to blossom and reach new heights.

For more information get in TOUCH with an Advisor

The Story Of Stepp

“Stepp” is a version of the Germanic word “stepe” and is also derived from the meaning of the Anglo-Saxon name “Stapelton” which refers to a trading village or space where goods were “stapled” in heaps to be sold or traded.

With life comes risk, and managing risk requires skill. Stepp offers you the opportunity to work with people who understand risk. Stepp is part of your community of trust.

At Stepp you will find brokerage services provided by experienced relationship managers who are with you every Stepp of the way for wide-ranging expertise in risk management and insurance essentials. Knowing that you are able to recognise the risk inherent in living a modern life places you a Stepp above. Recognising that Stepp is the brokerage firm best situated to assist in managing your risk, means you are stepping up to the next level. At Stepp we take your risk, analyse it, and plan for it through precise and purposeful knowledge.

Stepp’s philosophy of risk management and insurance coverage is based on care. We take our responsibility as guardians of your risk seriously by encouraging relationships of empathy and education, combined with a fresh and innovative approach. Understanding risk means we have a firm grasp of all the possible problems that could have an influence on your specific profile and, more importantly, we have the solutions that will allow you to Stepp over those obstacles. Once you have taken that first Stepp, there is only one direction, and that is upwards.

Shouldering your responsibilities is often daunting because you are handling what is dearest to you: your future and the future of your loved ones. Risk is an unavoidable part of modern life, but fear of risk should not keep you from making decisions or taking actions that will benefit you. In fact, all you need to do is recognise the reality of risk, and then stepp in the direction of your village square. You might not share an actual village anymore, but you still belong to a close-knit community. This community is Stepp, and we are asking you to trust us to help you transfer your risk to a relevant insurer that caters for your specific needs. In return, you get the peace of mind that you havemade the decision to have one of the essentials of life taken care of by someone you can trust.

Our clients, our community members, trust us because they know that we understand risk and that we care about each individual. Our ethical and honest wisdom is built on decades of experience. And we continue to grow and learn as we increase our footprint. When you place your risk through our facilities, you place it with the Stepp of today, but also with a community whose wisdom is the collective sum of all the experiences, knowledge and life lessons learned by the fellows of this community. It is this wisdom that inspires the confidence and comfort you need to trust us with your risk. That is the first stepp of confidence – the moment you decide to place your trust in someone to assist you in making sure that one of the essentials of life is taken care of.

Being part of the Stepp community provides you with access to skilled guidance of an adaptable blueprint that yields results. We are always planning for the next Stepp. We keep an eye on the here and now, and we keep an eye on the road ahead. As with any journey, we are ready to adapt to obstacles and challenges, all the while keeping your best interests in mind. Your risk profile is the compass we use to navigate; your fulfilment is the X that marks the spot on our risk map.

You might wonder why we are so keen to assist you with your risk. It is risky, after all. Life is full of situations that expose us to danger or loss. Who would be so noble as to take on advising someone else on their risk in addition to their own? At Stepp, it is our belief in our ability that gives us the confidence to ask you to allow us to help advise you on your risk. Knowledge really is power, and power is what provides us with the capacity to anticipate events and take the necessary Stepps to keep you out of harm’s way.

Taking that stepp to join Stepp will confirm your sound judgement and your ability to recognise quality.

This is where your trust journey starts.

We are always on the lookout for vibrant brokers who share our vision and core values. If your brokerage is looking for new opportunities to grow, we can help you to take a Stepp in the right direction. When becoming a part of the Stepp community, your brokerage will experience incredible increases in profitability, through our unmatched business mentorship, strategic management and guidance.

Business Financial Mentorship

Ensuring peace of mind

as part of a fulﬁlled life

Stepp 5

Business Financial Mentorship

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Business Financial Mentorship

Parakletos Secunda Office

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Impectus Office

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Financial Wealth Planning

a Task of determining how a business will afford to achieve its strategic goals and objectives. Usually, at Stepp, we create a Financial Plan immediately after the vision and objectives have been set.

Here at Stepp, we create a financial plan containing an individual’s money situation and long-term monetary goals, as well as strategies to attain those goals.

A critical analysis of all current assets, liabilities, investments, life insurance, disability, and severe illness.

Aligning needs and expectations with current provisions

Structuring all aspects of the financial planning process that at our clients will be covered for any situation from retirement to disability.

Putting tax-efficient structures in place to gain optimal growth and minimises.

Drawing up a valid will and estate planning to ensure effective transition of assets at death.

Investments

Investing is an effective way to put your money to work and potentially build wealth. Smart investing may allow your money to outpace inflation and increase in value. The greater growth potential of investing is primarily due to the power of compounding and the risk-return trade-off.

Direct Share portfolios

Retirement annuities / Planning

Property investments

Offshore investment advice

Wealth Creation

Life and Disability Insurance

Not only will we ensure that your loved ones are looked after at death, but also should you become disabled, critically sick, or retrenched. This cover ensures that you'll continue to have an income, even if you're no longer able to work due to illness or injury.

A detailed breakdown will be made to establish the needs that will be met at death, disability, critical illness, or retrenchment and also avoid that you are over insured.

While dealing with 9 insurance companies on your behalf we guarantee the best premium and solution in the market.

Analysing your current cover to ascertain that it is still relevant in a fast-changing environment.

Business Solutions

Stepp provides business analytical support and guidance to the Business Partners in response to client needs and requests. a business solution is a combination of ideas used to help a company achieve its objectives.

Ensuring business continuation at death or disability by drawing up a buy-and-sell agreement.

Monitoring the legality of specific cover for buying business shares at death or disability.

Protection of business at the loss of a key individual.

Employee benefits at including.

Healthcare Consulting

With new legislation it is a minefield to choose a medical aid without guidance. With our knowledge and options you will get the exact cover you need.

Advice on different funds.

Picking the right product for your needs.

Handling disputes with medical funds.

Yearly re-assessment of your situation and changes in funds.

Advice on receiving maximum advantage from additional benefits such as Vitality and Multiply.

Choosing the right gap cover to protect you from shortfalls in your medical aid.

The Story Of Stepp

Business Financial Mentorship

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Imperani Office

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