|Firm||Asset Protection International Pty Ltd|
149 Coniston Rd, Shelly Beach, 4265, KZN
|Languages||English, Afrikaans (in order of proficiency)|
|Tel||039 315 1020|
|Life and Disability|
FOCUSPre and post retirement planning, Estate Planning, Financial mentoring
Drafting of wills and Execution of Estates in conjunction with a Chartered Accountant
OTHER COMPANIES REPRESENTED
Most Unit Trust Companies
Companies through which more than 30% of income is derived:
We specialise in all aspects of Financial Planning from pre-retirement planning to post-retirement planning.
Through an associate company we also offer the drafting of wills and the execution of estates.
The main emphasis on retirement planning is ensuring the asset allocation of the investment matches he long term need of the investor.
We view being compliant in law and using complince as a tool for practice management as vitally important in offering the service our clients require.?
We aim to provide a professional specialized financial and estate planning service to our clients through knowledgeable, dedicated and enthusiastic staff in a financially sound and legally compliant environment.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes