Symphony of Services
Financial Planning
Financial Planning is the process of structuring and arranging your financial resources to meet your life goals and should be important to every individual.
Retirement Planning
Planning for one’s retirement should be high on the financial priority list, as we get older, our time to retirement decreases while our income increases.
Death, Disability and Critical Illness Planning
Having sufficient cover at Death, Disability or Illness not only relieves the financial and emotional strain on yourself but also on the loved ones around you.
Investments
Investments form part of very person’s financial portfolio, whether it be in the form of a retirement annuity, share account, property or even a bank account.
Estate Planning
Estate planning is probably one of the most important aspects of a financial portfolio but also one of the most neglected, mostly because people are unaware of all the different aspects that contribute to estate planning.
Business Insurance and Continuation
A sound financial plan for your business is essential to avoid unnecessary financial strain and misunderstandings on the owners, stakeholders and management of the business.
Medical Aids
There is no need to explain to much as to why having a medical aid is so important, however, finding the correct medical aid to suit your needs are very important.
