Estate and Risk Planning Appointment

There are two concepts to a RISK and ESTATE PLAN. The first concept is eliminating RISK and the second concept is protecting and minimizing costs in a deceased ESTATE. This includes planning for the even distribution of assets and preventing unnecessary costs in an estate. It is therefore important to adhere to a comprehensive, dynamic estate plan. This PLAN is the first and most important plan in the financial planning process, as no plan will come to fruition if death, or disability happens unexpectedly.

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Partner: Afsafin Group

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To be successful and achieve a result in any project in life, you need a Plan! If you want to build your dream house, you will enlist the services of an architect who will provide you with a plan. Do you want to start a Business? – You will need a plan.

The Problem comes when you have no plan in place – then you are busy building castles in the air.

“No plan can work without a properly executed comprehensive financial plan. When you are on top of your financial plan all your other plans have a greater likelihood of being successful. It is that simple.”

Without money no plan will work. So you need to start with your financial plan first and foremost.
We help our clients achieve their financial goals by taking a personalised approach to your financial situation. Our specialists listen to your dreams and goals, create a personalised financial plan, and monitor your progress over time whilst recommending changes as needed.

The Problem comes when you have no plan in place – then you are busy building castles in the air.

Product tags

estate plan (5)
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risk planning (5)
,
will (1)
,
testament (1)

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