“The fundamental question is WHY and not HOW!” – Lord Sebastian Coe
To answer this question is simple. We want to enhance and protect the lives of our FAMILY. This is WHY I am a financial advisor. I am passionate in helping people and their FAMILIES by providing them with comprehensive financial planning.
I often come across clients where their Financial Products, Wills and Estate Planning does not speak the same language. It would be my privileged to assist you with the WHY in your Financial Plan.
Estate Planning:
Estate Planning is often one of the aspects that are overlooked in an individual’s financial planning portfolio. It is often misunderstood and believed that it only revolves around life assurance policies.
Life assurance policies are taken into account, but numerous other factors play a vital role in your estate planning, for example the structuring of wills, trust and donations. Marital contracts and income tax are also taken into account.
Estate planning ensures that there is sufficient liquidity to meet the estate’s financial obligation and it is also a way to decrease your estate duty and income tax.
My comprehensive approach to estate planning will ensure that your wealth is protected and preserved both during your life and upon your death.
Phone: +27 21 975 3199
Email: tersiav@ic.discovery.co.za
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