Y2Invest
Website
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Y2Invest
Category: Investment Services
- Mobile
- 082 881 9787
- Email business
- Website
- www.y2invest.co.za
- Address
- G04 La Savina, Island Club, Cape Town Western Cape, 7441
Insurance Brokers
Business Insurance
Financial Planning
0 Customer reviews
Write a reviewWe provide expert financial advice and services to clients anywhere in South Africa in the areas of estate planning, business assurance, investments and risk cover. All advice is based on a thorough needs-analysis to establish the requirements of our clients on death, disability, dread disease and retirement. Y2Invest also conducts estate audits and attends to the drafting of Wills, trust deeds (including attending to the registration thereof), buy-and-sell agreements and contingent liability agreements. Moreover, at the request of our clients we provide training and seminars on aspects of financial planning and related areas.
- Description
Business profile
We provide expert financial advice and services to clients anywhere in South Africa in the areas of estate planning, business assurance, investments and risk cover. All advice is based on a thorough needs-analysis to establish the requirements of our clients on death, disability, dread disease and retirement. Y2Invest also conducts estate audits and attends to the drafting of Wills, trust deeds (including attending to the registration thereof), buy-and-sell agreements and contingent liability agreements. Moreover, at the request of our clients we provide training and seminars on aspects of financial planning and related areas.
Y2Invest's Keywords
Insurance Brokers | Business Insurance | Financial Planning | Life Insurance | Financial Advice | Retirement Planning | Wills | Investment Planning | Financial Planning Services | Wealth Management | Retirement Financial Services | Trusts | Fiduciary Services
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