Financial Advisor Kzn

I do, Wills and estate planning,Educator Fund -Putting an education fund in place for your children so that they can go to college or university. Retirement Annuities – Retirement planning. Endowment policies. building a nest egg Lump Sum flexible investments:(250k and above)If you have a larger lump sum to invest and wish to have multiple portfolios and beneficiaries– (this investment is ONLY for sophisticated investors.) I can help you set up an investment with multiple policies bundled under one –which saves you charges and fees, and allows you to diversify your portfolios (7 per sub policy) Unit Trusts For the more aggressive investor interested in greater returns. Risk cover to protect you and your family Life cover Educator insurance – covers your children’s entire schooling in both private and public schools and also allows them to go to university overseas, including Cambridge, Stanford, Princeton, Harvard, Oxford and Yale Disability Income protection Impairment Retrenchment cover Dread disease If you are interested in finding out about any of these I would be delighted to help find out more. Why would you want to deal with me instead of another financial advisor? I truly care about my clients, and follow the Go-Giver philosophy. It is my objective to serve you with excellence and make you aware and take action on the opportunities to grow your wealth in the way that serves you best, and to help you protect yourself and your family. My Selfish Motive: It is my intention to serve you so well that you will be delighted to recommend me to your friends and colleagues, and thus grow my business.