WEALTH SERVICES
WEALTH SERVICES
Corporate Planning
The process that is used by businesses to map out a course of action to grow, increase profits, gain exposure, or strengthen brand identity.
Health Planning
The process of defining community health problems, Identifying needs and resources, establishing priority goals, and setting out the administrative action needed to reach those goals.
Retirement Planning
Preparing today for your future life so that you continue to meet all your goals and dreams independently.
Investment Planning
The process of aligning your financial goals with your investment resources.
FSP
Insurance Planning
To protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events.
Risk Planning
It is the process of identifying, measuring, and treating personal risk (including, but not limited, to insurance), followed by implementing the treatment plan and monitoring changes over time.
Estate Planning
The preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
Tax Planning
An arrangement of your financial and economic affairs by taking complete legitimate benefits of all deductions, exemptions, allowances and rebates.
SERVICES
For more information on available services, contact us at [email protected] or click Here.
Investment Planning
The process of aligning your financial goals with your investment resources.
Risk Planning
It is the process of identifying, measuring, and treating personal risk (including, but not limited, to insurance), followed by implementing the treatment plan and monitoring changes over time.
Corporate Planning
The process that is used by businesses to map out a course of action to grow, increase profits, gain exposure, or strengthen brand identity.
Retirement Planning
Preparing today for your future life so that you continue to meet all your goals and dreams independently.
Estate Planning
The preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
Health Planning
The process of defining community health problems, Identifying needs and resources, establishing priority goals, and setting out the administrative action needed to reach those goals.
Insurance Planning
To protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events.
Tax Planning
An arrangement of your financial and economic affairs by taking complete legitimate benefits of all deductions, exemptions, allowances and rebates.
Member of the iFSP group of companies
FSP Wealth (Pty) Ltd – Reg.no. 2019/317282/07 authorised financial services provider. FSP 52866.
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