FSP 14387
PR-2652626
NCR DC 703
ORG 1279
Mariekie Willemse and Associates is an Authorised Financial Services Provider
Financial Advisory
Financial Plannings:
-
Estate Planning
Investments and Savings:
-
Retirement Fund Investments
-
Tax Free Investments
-
Guaranteed Investments
-
Unit Trusts
-
Monthly income Investments
-
Retirement Annuities
-
Administration / Management of Investments
-
Risk Profile Allocations
-
Retirement Planning
-
Investment Planning
-
Comprehensive Financial Planning
-
Risk Cover Planning
-
Income Tax Planning
Description:
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
Description:
Retirements planning is the process pf determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirment planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.
Whatever method you, and possibly a financial planner, use to calculate your retirement savings needs, start as early as you can.
Description:
Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. There are thousands of different investments. The most used are cash, equities, bonds and property.
Description:
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.
Description:
A major goal of tax planning is minimizing personal income tax liability. Investment tax planning involves evaluating how to best position assets and conduct transactions to minimize the amount of taxes you must pay on an ongoing basis.
Description:
Saving and Investing are fundamental to financial security. At most basic, saving is the act of putting money away in a safe place with the intention of using in the future. Investing involves putting your money into investments - such as shares, funds and property, etc - with the hope that your money will grow.
You can accumulate amounts for a
short-term goal, or alternatively, if you're trying to save for a large, long-term goals like retirement, etc.
Risk Insurance with Comprehensive Benefits:
-
Accredited PPS Adviser
-
Tailored Life Insurance
-
Disability Cover
-
Severe Illness Cover
-
Income Protection Cover
-
Funeral Cover
-
Protection for your Business
Description:
Customisable benefits, covering the full range of possible life-changing events.
-
Comprehensive Group Risk Benefits
-
Retirement Benefits
-
Funeral Cover
-
Salary Restructuring
-
Other Fringe Benefits
Employee Benefits:
Description:
Employers of choice provide a comprehensive employee benefits package to attract and retain employees. In addition to a competitive salary, an employee benefits package is standard - and expected - part of an employee total compensation package.
Tailored Benefits for each company, no matter how big or small.
We Offer Planning / Advice and Intermediary Services on:
"Cradle to Grave" Concept
Description:
Leave your family and beneficiaries financially secure in the event of your death. Life cover pays out a lump sum when you die or are diagnosed with a terminal illness, which can be reinvested to provide your family with an income. It can also be used to settle debt, cover estate duty costs and even funeral expenses.
