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