long term insurance
In our quest to render proficient advise and professional service we take utmost care in establishing clients’ needs and tailor individual or group medical aid and insurance packages accordingly.
At Finz Financial Services we are cognisant of the importance of financial planning and are geared to provide and cater for diverse services in the areas of:
RETIREMENT PLANNING
- Company Pension Funds
- Individual Retirement Annuities
- Provident Funds
PROTECTION PLANNING
- Family Protection
- Medical Aid
- Hospital & Disability Insurance
- Keyman Insurance
- Partnership Insurance
TAX PLANNING
- Reducing tax on Investment Income
- Reducing personal Income Tax
- Deriving tax free benefits
- Calculating & providing for Income Tax
ESTATE PLANNING
- Wills
- Estate Planning
- Reducing estate duty
- Cash for estate duty
INVESTMENT PLANNING
- Increasing investment income
- Achieving investment balance
PROJECT PLANNING
- University education funds
- Home acquisition
- Bond repayments
Finz Financial Services is an Authorised Financial Services Provider FSP No. 25260