Personal financial planning:
Life insurance
We help provide for needs in:
- Death – to ensure your debts are covered, as well as provide for your dependents.
- Disability / income replacement – to replace your income should you become disabled or unable to earn an income.
- Trauma Insurance – extra expenses during a traumatic event like cancer, stroke, heart attack etc.
Investment and retirement planning
Whether you need a sum of money to invest, whether you want a monthly fee put away for retirement or even with a specific goal in mind, we can help you. By using (SASFIN), we can offer you a personal equity portfolio.
Medical benefits
Let us see what your needs and budget are to ensure you and your family are covered.
Business insurance
Whether your business’s needs is a buy-and-sell agreement, key individual insurance, corporate overhead, or loan account protector, we will help you structure it with the necessary contracts.
Employee benefits
We can structure a product that meet your business needs. The system is user friendly so you as your staff can manage it easily. Other product on offer includes funeral, pension and all life benefits for your employees.
Persoonlike finansiële beplanning:
Lewensversekering
Ons help voorsiening maak vir behoeftes:
- By dood om te verseker jou skulde is gedek, sowel as vir voorsiening vir jou afhanklikes.
- Ongeskiktheidsdekking / inkomstevervanging om jou inkomste te vervang sou jy nie meer instaat wees om te werk nie.
- Traumaversekering om ekstra uitgawes te dek tydens ‘n traumatiese gebeurtenis soos bv. kanker, beroerte, hartaanval ens.
Beleggings- en aftreebeplanning
Of jy ‘n som geld het om te belê en of jy maandeliks geld wil weg sit vir aftrede of selfs met ‘n spesifieke doel in gedagte, ons kan jou help met die verskydenheid beleggingshuise. Deur middel van die beleggingshuis wat ons gebruik (SASFIN), kan ons ‘n “persoonlike aandele portefuelje” belegging aan jou bied.
Mediese voordele
Ons help kyk wat is jou behoeftes sowel as wat jou sak pas.
Besigheidsversekering
Of jou besigheid se behoefte koop-en-verkoopdekking; sleutelpersoonversekering; jou besigheid se oorhoofse kostes; leningsrekeningbeskermer ens. is, ons sal jou help om dit reg te struktureer en selfs met die nodige kontrakte.
Werknemersvoordele
Ons struktueer ‘n produk wat buigsaam is na gelang van jou besigheid se behoeftes. Die stelsel is gebruikersvriendelik sodat jy as werkgewer jou personeel se voordele maklik kan bestuur. Onder bied produkte soos begrafnis-, pensioen- en alle lewensvoordele vir jou werknemers aan.