Professional Capability Statement
Personal and Corporate wealth Management has the capability and expertise to offer the following services:
PERSONAL FINANCIAL PLANNING SERVICES
| Risk/Need Products | Live too long | Pay too much tax | Inflation | Major disease/ Hospitalisation | Disability | Death | Cost of Education |
|---|---|---|---|---|---|---|---|
| Life Insurance | * | * | * | * | |||
| Retirement Annuities | * | * | * | * | |||
| Income Protector | * | * | * | ||||
| Investments | * | * | * | ||||
| Domestic & Offshore | |||||||
| Medical Aid | * | ||||||
| Estate Planning | * | * |
GENERAL PERSONAL FINANCIAL SERVICES
- Income/Expenditure and Cash Flow Budgeting
- Debt Reduction Strategies and Counselling
- Risk & Needs Analysis
- Tax Returns
- Wills