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INVESTING
FOR TOMORROW
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OUR SERVICES
Financial Planning Advisory Services
As Certified Financial Planners with an in-depth knowledge of the investment industry and its products, we are able to provide you with an advisory and planning service for a range of needs.
Importantly Investing For Tomorrow is completely independent of any investment and insurance company and all recommendations are based purely on merit.
Our services include the following
Pre-retirement Planning:
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Group Pension Funds, Group Provident Funds,Preservation Funds, Retirement Annuities
Post-retirement Planning:
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Living Annuities, Guaranteed Annuities
Shorter Term Investments:
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Cash Deposits, Unit Trust Fund Investments, Endowments, Preference Shares, Structured and Guaranteed Products
Tax Planning:
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Selecting investments to minimise the tax implications
Estate Planning:
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Minimising estate duty and estate liquidity planning
Insurance Cover:
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Individual Life, Disability/ Impairment, Severe Illness/ Dread Disease, Business Assurance
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