Services

Holistic Financial Planning

Holistic Financial Planning

This is a comprehensive Personal Financial Needs Analysis and provision of solutions tailored to your specific needs encompassing the following:

РLife Insurance locally and Offshore in Us Dollars 

– Financial Protection against loss of Income and a Severe Illness or Disability

– Wills and Estate Planning

– Retirement Planning

– Investment locally and Offshore

– Medical Aid & Gap Cover

Consultations can be done Face to Face or via Zoom, Microsoft Teams or Skype.

Legacy and Estate Planning

This is a complete analysis of your Legacy Plan, Will, and your Estate. The focus here is ensuring the relevant provisions are made for Taxes and Duties, and all the costs involved in winding up your Estate. We ensure that your Will is correctly structured to execute your Legacy Plan.

Consultations can be done Face to Face or via Zoom, Microsoft Teams, or Skype.

Business Assurance Planning

Planning for the loss or disability of a Business Partner is a fundamental part of Business Assurance, we conduct the Business Needs Analysis to ensure your Business is protected and can survive the Financial impact of the loss or disability of a Partner. This also includes ensuring all there is sufficient Contingent Liability cover for all debts and Sureties and there is adequate Keyman cover for any Key people in the company.

Consultations can be done Face to Face or via Zoom, Microsoft Teams or Skype

Retirement Planning

Complete analysis of your Retirement Plan to ensure you are on track with your Retirement Goals.

Consultations can be done Face to Face or via Zoom, Microsoft Teams, or Skype.

Personal Car and Home Insurance Review

A comprehensive personalised review of all your Car and Home Insurance needs and provision of tailored solutions to ensure you have the most complete cover at the best premiums.

Consultations can be done Face to Face or via Zoom, Microsoft Teams, or Skype.