Individual Wealth Planning Services

Budgeting

Budgeting

Preparing, revising and keeping to a budget is something that most people applaud and few people accomplish. We provide assistance in this process as it is the foundation of the financial planning process.

Retirement Planning

Retirement Planning

There are many different ways to help an individual plan for retirement. These may sometimes require a financial instrument like unit trust retirement annuities, but many other investment options are available. These are tailored to your risk profile and personal preferences.

Risk Cover

Risk Cover

We have contracts with various risk companies and can cover your requirements for disability cover, income protection and life cover including buy and sell agreements. We are committed to being competitive in this market to ensure you pay as little as possible for the best cover available. The fact that we do not charge commission usually has a very positive impact on the premiums for these products, and therefore long-term benefits on your budgetary planning.

Investments

Investments

This area has certain common denominators with your retirement planning. The difference is the differentiation between your short, medium and long term goals, wants and needs.

Estate Planning

Estate Planning

This is a part of life that many people do not want to think about, but has enormous impact on your loved ones. We will assist you in preparing wills, estate planning and record keeping, as well as guidance on the virtues of trusts in your estate planning.

Medical Aid

Medical Aid

We are accredited with the Council for Medical Schemes and on an annual basis help many individuals with a wide range of medical aid issues.

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