Individual holistic financial planning:
Insurance - (Lifecover, child education, disability, income protection and dread disease)
Investments - (Short/Long term local and offshore monthly and lump sum investments as cheap as R500pm with no cap.
Retirement planning and saving - Monthly savings of R400+pm which we have futuristic value prediction methods.
Wills & Estate planning - Affordable wills and plans concerning tax from CGT to Income tax.
Corporate advisory and financial advice.
Pension/Provident funds (Up to 100% tax deductible options to the benefit of the staff and company)
Group life - Basic insurance for both the company key person and its staff which have tax deductible portions.
Gap cover
Umbrella funds - A package designed to offer all of the above in an affordable deal.
Advice on current and future financial position and resolve as well as a more than just business partnership but a lifelong friend and business associate are the overall services I have to offer.
Services Provided
Work Focus