Estate Planning and Wills At No Cost To You

So the saying goes " The Best Things In Life Are Free" - Well If you are serious about your finances then lets set up an appointment to give you free financial planning advice, portfolio review and a free will.

What's the catch?

Well there really is no catch, it is my way of marketing y services to clients. If they are satisfied with my service, I am sure that any future referrals would come my way.

How could I Benefit?

Well being an independent financial advisor ( i.e. not being tied to any company's products & services) I can give you an unbiased review of your portfolio. With years of experience in the field coupled with great partnerships, i am able to offer you a holistic approach to financial planning.

Tell me more about the free will ?

Well we have teamed up with a very reputable company that specialises in the drawing up of wills. We look at your estate and figure out how much liquidity you would need and what the most suitable structure you would need to ensure that all is in place in the event of your passing. We offer a solution to you for liquidity in the form of a product that costs around R85 per month, but it is not compulsory for you to take out the product.

What Other Services Do I Offer?

Risk Cover Products Offered – done through major listed companies:

· Life Insurance · Bond Cover (Life cover to cover your bond) · Disability Insurance · Retrenchment Cover · Dreaded Disease Cover · Business Insurance (Key man and partnership Insurance) · Income Protectors · Hospital Plans · Medical Gap Cover · Medical Aid ( Personal and Corporate ) · Funeral Plans ( Personal and Corporate )

Financial Planning Products Offered – done through major listed companies: · Retirement Planning · Education Provision · Tax Free Local & Foreign Investments · Debt Consolidation – Accessing Funds ( home loan channel) · Home Loans – New loans, 2nd Loans, Switches · Various Investment Products · Debt Redemption Plans · Preserver Plans For Pension & Provident Funds · Unit Trusts · Pension & Provident Funds ( Small to Large Enterprises )

Other Services Offered Include: · Wills, Trusts, Estate Planning · Personal Loans · Business Broking · Tax Savings, Accounting Services, Accounting Software Sales ( Personal and Business ) · Short Term Insurance – Motor, Household, Commercial, Business · Financial Analysis – Investments and properties · Servicing of Existing Portfolios · Lump Sum Investments