OUR SERVICES

 

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

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Pre-retirement Planning:

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• Group Pension Funds, Group Provident Funds,Preservation Funds, Retirement Annuities                                                      

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Post-retirement Planning:

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• Living Annuities, Guaranteed Annuities

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​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

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Estate Planning:

• Minimising estate duty and estate liquidity planning

 

Insurance Cover:

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• Individual Life, Disability/ Impairment, Severe Illness/ Dread Disease, Business Assurance