Financial Planning
We offer a unique service-oriented planning concept, which addresses the clients' financial needs in a personal way, by professionally qualified planners and assistants.
FINANCIAL PLANNING
Gariep Investments & Financial Planners are in line with the new legislation in the financial planning environment. Processes are in place to provide complete financial planning and investment advice that meets all aspects of the law! To give our customers the best advice and superior service we are looking forward to. To contact a financial planner in your area, call (051) 634 1329 or send an email to gariep@gariepfinplan.co.za.
Financial planning includes the following aspects:
DEATH
• Care of family at death
• Settlement of estate at death
• Purchase of shareholding at death
• Funeral
LOSS OF INCOME
• Temporary income
• Permanent income
• Assistance during critical illnesses
SAVINGS
• Contractual
• Unit trust
• Shares
RETIREMENT
• Planning for retirement
• Planning with retirement
SHORT TERM
Loss of or damage to:
• Motor vehicles
• Mast assets
• Business enterprise income
MEDICAL AID FUNDS
• hospitalization
• comprehensive
• top ups
FINANCIAL PLANNING
Gariep Investments & Financial Planners are in line with the new legislation in the financial planning environment. Processes are in place to provide complete financial planning and investment advice that meets all aspects of the law! To give our customers the best advice and superior service we are looking forward to. To contact a financial planner in your area, call (051) 634 1329 or send an email to gariep@gariepfinplan.co.za.
Financial planning includes the following aspects:
DEATH
• Care of family at death
• Settlement of estate at death
• Purchase of shareholding at death
• Funeral
LOSS OF INCOME
• Temporary income
• Permanent income
• Assistance during critical illnesses
SAVINGS
• Contractual
• Unit trust
• Shares
RETIREMENT
• Planning for retirement
• Planning with retirement
SHORT TERM
Loss of or damage to:
• Motor vehicles
• Mast assets
• Business enterprise income
MEDICAL AID FUNDS
• hospitalization
• comprehensive
• top ups