|Firm||Pearl Wealth Planning (Pty) Ltd. - Authorised FSP|
90 Lakeside Village, Eagle Canyon Golf Estate, Honeydew, Roodepoort, Johannesburg, 2040
|Languages||Afrikaans, English (in order of proficiency)|
|Life and Disability|
FOCUSInvestments (Including off-shore) and Personal Risk Insurance (Including PPS), Retirement Planning, Estate Planning
Income Protection, Wills, Children's Education Cover, Preservation of Provident/ Pension, Critical Illness cover
OTHER COMPANIES REPRESENTED
Capital Legacy, Stanlib, ABSA Investment Management Services, Brightrock, Clientèle Life Investments, StratumBenefits
More than 20 years industry experience
Pearl Wealth Planning is an independant financial services provider offering a comprehensive range of financial planning products to professionals, business owners, retirees and anyone else who takes the responsibility of financial planning serious.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||2|
|Indemnity insurance||Insurance: yes
Pearl Wealth Planning are focussing on off-shore investments and estate planning.
Apart from diversifying their investment portfolios, many people are now seriously considering off-shore investments because they may retire outside SA or they want to hedge against the financial implications of the uncertainties of this country.
Part of estate planning is to have a valid will in place. Why is this so important - what happens if you die without a will?
The Intestate Succession Act will determine how your assets will be distributed. It will go down the family tree, but...
- you don't choose the executor and/or trustee
- your wishes aren't necessarily executed
- you don't choose who will inherit
- you don't choose your minor children's guardian
- your minor children's inheritance may be transferred to the Guardian's Fund putting a burden on their guardian(s) to request funds from a government institution