African Investments Consulting
Financial Services - , ,
African Investments Consulting Employees
African Investments Consulting Details
African Investments is an Old Mutual Franchise since 2010. Our highly qualified en experienced senior financial advisers specialise in personal financial planning and advice to our carefully selected clients. We focus on our client's individual financial needs and goals. We provide advice, as unique as your fingerprint. Our financial planning process identifies the areas we need to focus our advice on. Our advice is based on, but not limited to, the following 12 areas.1. Your last will.2. Your family income and lump sum needs in the event of your death. 3. Your funeral cover and emergency cash needs in the event of your own, or a family member's death. 4. Your estate planning & estate duty needs.5. Your income and lump some requirements at disability.6. Your retirement planning. Pre and post-retirement.7. Your assets and liabilities analysis with special focus on business assurance needs: i.e. Keyman assurance, Buy en Sell funding & legally binding agreements etc.8. Your risk analysis to determine your personal appetite for risk in your existing or newly planned investment portfolio. 9. Your severe illness cover needs. 10. Your medical aid and medical gap cover needs.11. Your Short Term cover needs including your business commercial short term cover needs. 12. Your personal and business tax and compliance solutions.We also advise our corporate clients on the implementation and management of Pension and Provident fund solutions including personalised group cover solutions.
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