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When It Comes To Financial Advice You Want To Hear About The Best Options Available

Who Is This Useful For?

Anyone looking for new investments or expanding current investments! From financial planning and stock broking, to unit trusts and retirement planning, also all forms of insurance; our financial advisors have got you covered!

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Financial Decisions

If you are trying to find the answers to your financial problems and want to find a financial advisor that can help you, you are in the right place. You may be able to manage your money yourself, however, mastering personal finance requires hours of learning and research, and for many, it is not just worth the time and effort.

Advice & Planning

As you get older, busier and hopefully, wealthier, getting a qualified financial advisor may be a better and more practical option. They help you remain disciplined about your financial goals and options. You can get quotes from highly qualified and top rated advisors to help ease your mind. No matter what your financial advice needs are, you can choose from our various financial information topics and get up to three quotes with no hassle.

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What We Offer

With every type of financial advisor option available, you will be able to find the advice you need. Whether you are just graduating or about to retire, you need a solid plan so that you can maximize your savings. Whatever your financial needs or inquiries may be, our list has top-rated professional, and you can get quotes from up to three leading experts in an area near you.

COMMERCIAL SHORT TERM INSURANCE

When you work for a business, there may be a time that you are unable to work for a short period. During your time off, it would be great to have a percentage of your wages paid to you, and that is why short-term commercial insurance is important to discuss with an advisor.

ESTATE PLANNING

You may need to arrange how your estate will be managed in your lifetime and disposed of after you are gone. You also need to plan for incapacity and reduce or eliminate uncertainties over the administration of a probate as well as maximize the value of your estate by reducing taxes and other expenses.

FINANCIAL PLANNING

Do you need help building and protecting your savings? Or perhaps, you need continuous assistance in making sensible decisions about money that can help you achieve your goals in life?

GROUP SCHEME

If you are an employer and would like to take care of your employees in the best way possible, you should speak with a financial advisor about a group pension scheme for you to offer your employees.

INVESTMENTS

You may never have spent or managed more than a few thousand rands and now have money to invest. Perhaps you're just cautious and afraid of making a bad investment, or recently retired, and need to invest your pension.

LIFE & DISABILITY INSURANCE

Death and disability are tough topics for a family to discuss. You want to be prepared for such an event to safeguard your family’s future. If you or your spouse become disabled during your working life; not having a life and disability insurance will pose a significant risk to your family solvency.

MEDICAL SCHEMES

Medical schemes help you insure against the risk of incurring substantial expenses. If you have to pay for your medical services, you want to make sure that you have the best health insurance and options that are available to you.

OFFSHORE INVESTMENTS

When you have foreign investments, you want to make sure you are making and maintaining them properly to maximise your money.

PERSONAL SHORT TERM INSURANCE

You never quite know when an emergency may arise, so it is better to be prepared for such an incident before it happens. You should not underestimate the importance of personal short-term insurance; you never know when you may need it.

RETIREMENT PLANNING

On retirement, you need to be confident that you have made the right financial decisions. Planning towards a comfortable or even a wealthy retirement can seem like a daunting process, understanding your options goes a long way towards achieving this.

STOCKBROKING

Do you need professional guidance in buying or selling equities? Whether on the local or international markets you will be able to maintain your stockbroking decisions with professionalism and ease.

UNIT TRUSTS

If you need advice for your unit trust on properties, securities, mortgages and cash equivalents, you are in the right place.

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GREAT FINANCIAL PLANNING

As one of the most convenient options for getting financial information, you are at the right place to find your answers. With three quotes from competing businesses, you’ll get the best advice at the best price and in the shortest time.