Personal Financial Planning    

We provide the following in respect of Personal Financial Planning:

Risk  planning  Life, disability, dread disease, Income protection
Pre-Retirement planning  RA's, Pension and Provident funds
Post-Retirement planning  Income and Growth Plans and Annuities
Estate plannning  Wills, Trusts, Estate Duty, Executors fees and CGT
Investment planning  Unit Trusts, Linked products, Guaranteed plans
Voluntary Investments  Monthly and Lump Sum
Compulsory Investments  Preservation Funds, Living and traditional Annuities
Offshore investments                             Rand → Dollar → Dollar  Foreign currency denominated
Asset Swap investments                        Rand → Dollar → Rand  Rand denominated but foreign markets
Short term insurance  Personal lines and gap cover


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