INDEPENDENT FINANCIAL ADVISER
INTRO
I work with Business Owners and professional entrepreneurs, who are serious about protecting their assets within the realm of what could happen to them.
I also help them to make smart decisions with their money so that it makes a powerful difference in the lives of their families and the world around them.
I often hear problematic remarks; THIS IS NOT FOR ME!
I am not going to pass away unexpectedly. everything is sorted out my Will is current, and all recent acquisitions are correctly designated. There are more than enough funds in my estate to cover all expenses. All of my loved ones know exactly where to find the Will, No need to discuss this any further!
Trauma? Oh, come on, what are you talking about? Our family doesn’t experience heart attacks, cancer, or strokes. There are no heart conditions, cancer, or high blood pressure issues in our family. Alzheimer’s, dementia, and Parkinson's are unheard of in our lineage. My spouse or children won’t have to worry about cleaning me up or helping me if I accidentally soil myself after falling in the bathroom. I am not at all concerned that this should ever happen!
Disability? No way, I have more than enough, in any case, excellent benefits through my pension fund, and my investments will more than cover my retirement if I do become disabled. I am not at all concerned that this should ever happen!
I don’t believe in this type of insurance, anyway; it’s just a waste of money. I save every cent, and nothing is going to happen to me before I retire someday.
There’s no need to protect my capital or my income. I have a good job and won’t be laid off or forced into early retirement.
If you think there is a slightest change it might happen to you, let us chat about it!
FIDUCIARY SERVICES:
Please take note, as Fiduciary Service is a fee-based service, meaning that after we have done our best to assist you in getting all your ducks in a row, you can take our advice to the adviser of your choice to take out the necessary insurance products
Retirement & Investment Planning, Estate duty Planning & Wills & Trusts, Tax advice and planning.
Directorship, Company Secretary, Drafting of Shareholders agreements. Succession Planning
FEE STRUCTURE: This is based on an hourly rate of R2500/hr - We will credit you with a 10% discount for every product done through us.
OUR SERVICE OFFERING: As mentioned above, this will only come after our Fiduciary Service has been finalised and signed off by you and all parties concerned Life and Risk insurance, Short-term Insurance, Business All-Risk, Cyber Security Insurance, Business Insurance with Buy-and-Sell agreements, and Keyman Insurance. Tax returns.
