Ok, I’m Interested… What Next?
Click Connect Below and we will Send you the Link
Select your Choice of Option and Claim Your FREE Gift
Option One
The Quick Quote
- Take 1 minute to complete the form detailing your interest to quote
- We will communicate with you and schedule a few minutes to chat about what you require
Option Two
The Quick Compare
- Jot down your cover needs and we will send you a comparison of your savings
- Benefit-for-benefit comparison will be provided
- Benefits will be compared against your specific needs
- Using our risk management methodology and steps, identified will be highlighted
- Portfolio improvements may be suggested
- Where required, a review of your investment portfolio will be made available
- Gain access to our business library folder of financial books worth over R10,000
- You may qualify for access to "The Health of Your Gut" course worth over R2900
Option Three
The Full Monty
- All activities of 'The Quick Compare'
- Analysis of all overall financial portfolio and potential exposures
- Review of your will that it complies with the requirements of a valid will
- Review of your assets and liabilities
- Review of your investment portfolio for its risk return ratio, diversification and asset allocation
- Review of your tax planning strategy on donations tax, CGT, estate duty
- Review of your estate plan for succession, taxation, administration and how it aligns with your will
- Suggest improvement in your portfolio
- Review of your business entities and succession planning including business insurance, keyman and buy and sell agreements
- Review of your short-term covers for property, vehicles, business and where required for optimal pricing structures
- A consulting fee may be applicable
- Receive additional risk management and decision making books worth over R3500
- You may qualify for "The Health of Gut" course worth over R2900
- You may qualify for "The Corporate Athlete" course worth over R6900
