Financial Planning Advisory Services
As Certified Financial Planners with an in-depth knowledge of the investment industry and its products, we are able to provide you with an advisory and planning service for a range of needs.
Importantly Investing For Tomorrow is completely independent of any investment and insurance company and all recommendations are based purely on merit. Our services include the following:
Pre-retirement
Planning
Group Pension Funds
Group Provident Funds
Preservation Funds
Retirement Annuities
Post-retirement
Planning
Living Annuities
Guaranteed Annuities
Shorter
Term Investments
Cash Deposits
Unit Trust Fund Investments
Endowments
Preference Shares
Structured and Guaranteed Products
Tax
Planning
Selecting investments to minimise the tax implications
Estate
Planning
Minimising estate duty and estate liquidity planning
Insurance
Cover
Individual Life
Disability/ Impairment
Severe Illness/ Dread Disease
Business Assurance
Tax
Planning
Selecting investments to minimise the tax implications
Estate
Planning
Minimising estate duty and estate liquidity planning