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
Group Pension Funds, Group Provident Funds,Preservation Funds, Retirement Annuities
Living Annuities, Guaranteed Annuities
Shorter Term Investments:
Cash Deposits, Unit Trust Fund Investments, Endowments, Preference Shares, Structured and Guaranteed Products
Selecting investments to minimise the tax implications
Minimising estate duty and estate liquidity planning
Individual Life, Disability/ Impairment, Severe Illness/ Dread Disease, Business Assurance