Financial Planning & Wealth Management
“Wealth, like a tree, grows from a seed. The sooner you plant that seed, the sooner shall the tree grow.”- George S. Clason.
Our Services
Through our professional partnership with one of SA’s leading financial service providers, We offer the following Financial Planning & Wealth Management services:
Financial & Estate Planning
Estate planning involves structuring finances and assets for both during your lifetime and after death as well as planning for life events such as marriage, birth of a child, divorce and death. Estate planning also involve tax planning and therefore, assist to maximise tax benefits. We assist with financial and estate plannings.
Wills and Trust Set-up
Wills allow individuals to appropriately provide for his/his loved ones when he/she is no longer around, and Trusts help to protect critical assets for their benefits. We assist with wills and trust set-ups for estate planning.
Life Cover
Life cover allows a person’s dependants to be taken care of after death, severe illness or disability. A life insurance payout may be used to settle a debt (such as home loan), pay for the deceased children’s school fees, etc.
Retirement Annuity
Retirement annuity allows a person to prepare for life after retirement and get the ability to meet daily living expenses when the person is no longer active. We will assist to ensure that you appropriately plan for your retirements.
Wealth Management & Investments
We assist with all forms of investments that may suit your needs, capacity and profile. These include retirement and post-retirement investments, off- shore & global investments, endowment policies, etc,.