Pietermaritzburg Financial Advisor service for all your Investments, Risk cover or Estate Planning needs
As a Financial Advisor working in Pietermaritzburg for Liberty , I help my clients create
comprehensive custom made financial plans to grow and protect their wealth.
What I’m offering I am offering a free consultation to help you boost up your wealth plan, and if you already have investments and a financial advisor with financial planning in place (most of my clients do), everyone knows it’s still an excellent idea to at least have a look and know your options. What I have for you is:
- Wills and estate planning
- Educator Fund -Putting an education fund in place for your children so that they can go to college or university.
- Retirement Annuities – Retirement planning.
- Endowment policies.. building a nest egg
- Lump Sum flexible investments: (250k and above)If you have a larger lump sum to invest and wish to have multiple portfolios and beneficiaries– (this investment is ONLY for sophisticated investors..) I can help you set up an investment with multiple policies bundled under one –which saves you charges and fees, and allows you to diversify your portfolios (7 per sub policy)
- Unit Trusts For the more aggressive investor interested in greater returns.
- Risk cover to protect you and your family
- Life cover
- Educator insurance – covers your children’s entire schooling in both private and public schools and also allows them to go to university overseas, including Cambridge, Stanford, Princeton, Harvard, Oxford and Yale
- Income protection
- Retrenchment cover
- Dread disease
If you are interested in finding out about any of these I would be delighted to help find out more. What to Do Next: Please sign up for a free consulation and financial needs analysis with me on Pietermaritzburg Financial Advisor Why would you want to deal with me instead of another financial advisor? I truly care about my clients, and follow the Go-Giver philosophy.. It is my objective to serve you with excellence and make you aware and take action on the opportunities to grow your wealth in the way that serves you best, and to help you protect yourself and your family.
- The law of value: “Your true worth is determined by how much more you give in value than you take in payment.”
- The law of compensation: “Your income is determined by how many people you serve and how well you serve them.”
- The law of influence: “Your influence is determined by how abundantly you place other people’s interests above your own.”
My Selfish Motive: It is my intention to serve you so well that you will be delighted to recommend me to your friends and colleagues, and thus grow my business.. Kind Regards Brian