Ø Have you provided for estate tax duty upon death?
Ø Have you made sure that loved ones whom depend on your income are provided for?
Ø Will your dependants inherit your current debt?
Ø Retirement projections taking best and worst case market return scenarios into account.
Ø Making sure that your current provision for retirement is in line with your goals and needs.
Ø Are you utilizing your full tax deduction allowed by SARS?
Ø Advising on fund performances and recommending cost effective platforms that are available.
Ø We will also back test your current portfolio selection and provide fund selection advice that is in line with your Investment Risk profile.
We will discount commission for Investment advice given which directly impacts your Investment Returns that will help you meet investment goals. This discount is only available to our Short term clients!