financial planning
Assisting you and your loved ones in achieving true financial freedom.your financial plan
Where to begin.
1. Start with a meeting
An advisor will meet with you to discuss your financial needs and dreams.
2. Create a plan
Our team of professionals develop a custom financial plan.
3. implementation
We assist in implementing the products and procedures identified.
4. ENJOY LIFE
Live stress free knowing that your financial future is secured.
product & Service offering
Through our various product providers we can assist clients in implementing their financial plan by utilising the following tools:
WEALTH PROTECTION
- Life Insurance
- Dread Disease Cover
- Disability Cover
- Income Protection
- Impairment Cover
- Medical Aid
- GAP Cover
- Wills, Trusts & Estate Planning
WEALTH CREATION
- Collective Investments (Unit Trusts)
- Tax-efficient Investment Planning
- Tax-Free Savings Accounts
- Retirement Annuities (Pre-Retirement)
- Life & Living Annuities (Post-Retirement)
- Child Education Planning
- Offshore Investments
- Investing for a Defined Goal
BUSINESS ASSURANCE
- Buy & Sell Assurance
- Key Person Assurance
- Preferred Compensation Plans
- Overhead Expense Benefit
- Local & Offshore Investments
- Sinking Funds
- Tax Efficient Investments
- Collective Investments (Unit Trusts)
We work with the following companies which you know and trust:
Hollard Life – Hollard Specialist Life Designed To Suit Your Lifestyle
Sensible Risk Solutions (Pty) Ltd (Reg No. 2014/201790/07) is a member of the Sensible Crowd group of companies.
Sensible Risk Solutions is an authorised Financial Services Provider (FSP 48159).
VAT No. 433027934