Free Will Drafting - September Wills Month
September is national Wills Month. As a added value service and giving back to the community, I am offering a free drafting of your will for the month of September.
Protects the inheritance of children under 18
Children's inheritances avoid the governmental "Guardian Fund" and are preserved in their own trust for their sole benefit
Ensures that your wishes are carried out
If you own a business, a Will protects your family against debt liability
A Will is a document recognised by law as the expression of your wishes
Save on estate duty with proper planning
Inheritances are precluded from subsequent marital contracts
The appointment of capable, professional and accountable persons to execute your deceased estate and manage the Testamentary Trust assets thereafter
If you have not got a will in place or have not updated your will in a while, then this is a great time to take advantage of this offer.
Please also not that along with your will if you would like to get a portfolio review on your insurances, investments and your financial plan, please let me know and we can schedule a portfolio review.
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
For the best advice, service & investment returns contact Warren Basel on: 082 490 5182 E-mail: warrenb@oraclebrokers.com
You can also click on the following link to set up a meeting in person at your place of comfort face to face or alternatively set up a telephonic or skype meeting.
