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September Is Wills Month - Get Yours Free Today

Why Do I Need A Will?

  • Ensure your inheritances go to the loved ones you intend on benefitting

  • Can protect your Children’s inheritance from the Government Guardian’s Fund

  • Ensures that your wishes are carried out

  • Save on Estate duty with proper planning

  • Appoint professionals to execute your Estate and manage the Testamentary Trust thereafter

What Happens If I Die Without A Will?

  • The court could appoint someone you do not approve of to be your Executor and / or Trustee

  • If you have no immediate or close family, distant relatives rather than close friends or a life partner – will claim the inheritance

  • Your Estate will be dealt with according to rigid and inflexible laws

  • Your minor Children’s inheritance might suffer, since anything they are entitled to receive may be transferred in a monetary form to the Government Guardian’s Fund or to the Childrens nominated Guardian where it will remain until they turn 18

Why The Legacy Protection Plan?

  • The Legacy Protection Plan™ accompanies your Will to protect you and your loved ones from exorbitant legal fees when you pass away

  • With the correct product, you will have NO Executor Fees, NO Testamentary Trust Fees, NO Conveyance Attorney Fees and NO Non-Estate Administration Fees

  • An Immediate cash Benefit will be paid

Need A Will ?

Send me an email to warrenb@oraclebrokers.com

or click below to request one online

Or Do You Know Anybody That Would Benefit From This Service? Then Refer A Friend.

Got Any Other Financial Planning Need?

Then Why Not Schedule A Consultation With Myself, Warren Basel :

Call me on 082 490 5182

Email warrenb@oraclebrokers.com

Products And Services Offered:

Risk Cover Products Offered – done through major listed companies:

  • Life Insurance

  • Bond Cover (Life cover to cover your bond)

  • Disability Insurance

  • Dreaded Disease Cover

  • Retrenchment 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

  • 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

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