FINANCIAL SERVICES
FINANCIAL SERVICES
Financial Services Our Financial Services offer a variety of products and solutions that enable our clients to be fully informed before making financial decisions and plan ahead.
•Will and Testament
• Financial Literacy and Wellness
• Financial Planning
Product Overview
We understand that no matter how much you plan for your future events, burial, send-off, and life after the loss of loved ones, you may still have a gap. We are here to close those gaps and take care of your loved ones when you are no more!
FINANCIAL SERVICES PRODUCTS
WILL & TESTIMONY
To protect your legacy and safeguard unnecessary family feuds and conflicts amongst your loved one, you need to prepare your Will whilst are you still alive
FINANCIAL PLANNING
A financial plan documents an individual's short- and long-term financial goals and includes a strategy to achieve them.
FINANCIAL LITERACY
The success of your financial goals is dependent on your financial knowledge and wellness.
Drafting of Wills
To protect your legacy and safeguard unnecessary family feuds and conflicts amongst your loved one, you need to prepare your Will whilst are you still alive. Any person of 16 years and over is free to draft a Will in order to determine how his/ her estate should be dissolved upon his/ her death.
We draft Will and Testament free of charge for all our clients who have signed up for any of our benefit plans. Our Consultants will also calculate your real costs of dying and show you how best you can plan for these costs. These may include Executor Fees, Trust Fees, Conveyancing Fees even Estate Duties
If you die without leaving a valid Will, your estate will devolve in terms of the rules of intestate succession, as stipulated in the provisions of the Intestate Succession Act, (Act 81 of 1987). All we need is a couple of minutes of your precious time to get your Will drafted and save your family from potential feud and painful chaos
SAVE FOR COST OF DYING
PREPARE FREE WILL
REGISTRATION OF TRUSTS
Financial Literacy and Wellness
The success of your financial goals is dependent on your financial knowledge and wellness. Financial wellness is a state of financial well-being in which you can comfortably manage your bills and expenses, pay your debts, weather unexpected financial emergencies, and plan for long-term financial goals.
We draft Will and Testament free of charge for all our clients who have signed up for any of our benefit plans. Our Consultants will also calculate your real costs of dying and show you how best you can plan for these costs. These may include Executor Fees, Trust Fees, Conveyancing Fees even Estate Duties
BASIC TIPS OF MONEY MANAGEMENT
FINANCIAL WELLNESS
DEBT MANAGEMENT
Financial Planning
A financial plandocuments and outlines short and long-term financial goals and includes a strategy to achieve them. Our simple model of financial planning is built on the following four pillars
• Assess your financial situation • Set your clear financial goals
. Create a financial plan that reflects the present and future
.Execute the plan through budgeting, manage cashflow, save, and invest
A financial plan can help you to establish and plan for fundamental needs, such as managing life’s risks (e.g., those involving health or disability), income and spending, and debt reduction. It can provide financial guidance so that you’re prepared to meet your obligations and objectives. It can also help you track your progress throughout the years toward financial well-being.
