Making better choices
is not always this easy

 

Vision

  • to provide our clients with financial planning ensuring capital wealth growth.
  • to provide our clients with a full range of independent financial planning solutions, from the whole market.
  • working as a team, deliver superior products and services to our valued customers
  • emphasise strong customer relationships and a high level of community involvement
  • provide a culture which attracts, empowers, rewards and provides growth opportunities for employees.

 

Estate Planning in South Africa - The Do’s and Don’ts

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Estate planning is a complex process that requires careful consideration and attention to detail. Even with the best intentions, it’s easy to make mistakes that can lead to unintended consequences, such as disputes among heirs, unnecessary taxes, or the mismanagement of assets.

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Posted by Gary Walker on Thursday, September 19, 2024 Views: 15

A Comprehensive Guide to Estate Planning in South Africa

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The key purpose of estate planning is to ensure that your estate is distributed according to your wishes and that your loved ones are taken care of after your passing. It also involves planning to reduce taxes, legal fees, and court costs.

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Posted by Gary Walker on Wednesday, August 21, 2024 Views: 271

Personal Financial Planning - A Comprehensive Guide

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Personal financial planning is the process of managing your financial resources to achieve your life goals. This includes budgeting, managing cash flow, planning for retirement, saving and investing, handling taxes, protecting against risks, and preparing for major life events such as education and estate planning.

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Posted by Gary Walker on Wednesday, July 24, 2024 Views: 202