Why do you need a financial Advisor?
What does a Financial Advisor even do?
When you need your health looked at, you see a doctor, when you need your teeth fixed, you see a dentist. But when it comes to budgeting, planning your estate tax, creating wealth and planning for retirement - you hope and pray? No Longer.
I help South Africans use their money to buy them security and stability. There are many options available for everyone, sometimes it’s just a simple budgeting conversation and some times it’s an expensive retirement plan. Consultation is free!
If you have Children, Ask Yourself:
What’s your plan for your children? Do you want them to finish primary school? Do you want them to get their matric, maybe even be a prefect, get good marks, get into a quality university, become something they want to become and get their degree.
Now ask yourself, how will they achieve that if you aren’t there to pay the school fees? EDUCARE is more important than you think, it’s their future in your hands.
#1 wills & estates specialists in SA
70%of South Africans passaway without a will in place, leaving their loved ones to pickup the pieces.
Inheritance is taxed
Did you know that when you pass on, the government creates an estate for you - intestate - and if you don’t have the right channels set up, they will sell your assets and divide the money amongst themselves and your surviving family.
Life policies can be ‘taken’ by Master of the court if the deceased’s estate needs money to be wound up. A Will goes a long way to direct your remaining assets to who you want to have them. Life policies that are made out to your estate.
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