90 Lakeside Village, Eagle Canyon Golf Estate, Honeydew, Roodepoort, Johannesburg, 2040
|Languages||Afrikaans, English (in order of proficiency)|
|Life and Disability|
FOCUSInvestments and personal risk insurance, Retirement Planning
Income Protection, Wills, Children's Education Cover, Preservation of Provident/ Pension, Critical Illness cover
OTHER COMPANIES REPRESENTED
19 years industry experience
PWP is an independant financial services provider offering a comprehensive range of financial planning products to profesionals, business owners and retirees.
|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
Financial planning is about preparing for a point in your life where your savings will start to "work for you". For disciplined people this point is reached at retirement but it is not impossible to find financial freedom even before that age. The plan, however, should be protected from possible risks and therefor it must be insured.
It is wise to use the services of a financial advisor when considering investments, life cover and the cover you may not even think about - severe illness, disability and income protection.
A good financial advisor will take a holistic view of your financial portfolio and consider things like tax implications, optimisation of contributions and cover, product pitfalls and advantages as well as future needs.