Financial and Estate Planning
Financial Planning
This plan can include planning for your retirement, saving for your child’s education, buying a home or planning your estate.
It involves gathering information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.
Estate planning
Ever considered the fact that your death could tie up your estate so badly that your family will be left without an income?
Or that your business assets could be tied up so tightly that your company cannot operate or remains at the mercy of your unsettled estate?
There's no need to see your life's work go to waste due to a non-executable will. Just plan properly to spare your next-of-kin and business partners as much trauma and inconvenience as possible.
Further, safeguarding the financial interests of your loved ones is your biggest priority when it comes to planning your estate: ensuring that the needs of your family and minors are taken care of, and that estate duty and income tax liabilities are kept to a minimum.
Setting up trusts and drafting wills could be legally complicated. It requires specialised legal knowledge.
Your PWG financial planner can assist and take you through the abovementioned processes.
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Contact Head Office
Phone: 012 993 4533
Email: quotes@pwggroup.co.za
Contact Short Term Office
Phone: 012 993 4533
Email: quotes@pwggroup.co.za