Under the broad description of financial planning we cover the following areas:
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.
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.
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.
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.
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.
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.
Worst Case Scenario
In the event of you being incapacitated and unable to make decisions for yourself and you family, who is there to provide emotionally untainted, unbiased sound financial guidance?
This role is too often not designated until it is too late and leaves a family scrambling to keep afloat financially while their hearts are elsewhere. Some people have a family member (parent, sibling or close friend) they would trust in this event. Many people prefer a level of privacy when it comes to their financial affairs and would prefer to keep it that way if possible.
We provide this highly confidential service of taking care of your family with the goal of helping you and your loved ones to a position where once the trial has passed, whatever it may be, you can once again take up the reigns without having been financially crippled during this time. The level of control is completely at your discretion and designated before the time by the client. We will either simply provide support and advice, or assume the role as financial co-ordinator for this time, and make sure your bills are paid etc.
Tel: 0860 103816 Fax: 088 033 345 8366
F.S.P No.13569 C.M.S No.1569 CK 2001\039852\23
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