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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
 
Pre-retirement Planning:
  • Group Pension Funds, Group Provident Funds,Preservation Funds, Retirement Annuities                                                      
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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