INDEPENDENT FINANCIAL ADVISER
INTRO
In my work with Business Owners and professional entrepreneurs, where I help young entrepreneurs to become millionaires & wealthy people to make smart decisions with their money so that it makes a powerful difference in the lives of their families and the world around them. I often hear three problematic questions.
- How much Insurance coverage do I need?
- Where should I invest my money for retirement?
- Do I need an adviser, are they not all in it for a quick buck?
I''d love to know if you''ve faced similar challenges and how I can help.
OUR SERVICE OFFERING:
Life and & Risk insurance, Short-term Insurance, Business All-Risk, Cyber Security Insurance, Business Insurance: Buy & Sell agreements, Keyman Insurance.
FIDUCIARY SERVICES:
Retirement & Investment Planning, Estate duty Planning & Wills & Trusts, Tax advice and planning.
Directorship, Company Secretary, Drafting of Shareholders agreements.
Succession Planning
Like to book a call - My calendar: