Financial Planning and Wealth Management [Wednesday, March 09, 2011]
1. PERSONAL FINANCIAL PLANNING
- Financial Behaviour Assessment
- Risk Personality
- Current Financial Profile
- Retirement Planning
- Risk Planning
- Asset Class Analysis
- Tax Efficient Structuring
2. BUSINESS FINANCIAL PLANNING
- Business continuity planning
- Succession planning
- Contingency planning
- Planning for future expansion
- Personal liability protection
- Business loan redemption planning
- Employee benefits
3. WEALTH MANAGEMENT
- Investment advice to trustees of testamentary trusts
- Retirement fund “clean break” transfers in the event of divorce
- Offshore investments
- Monthly and Lump sum investments
- Assisting retired persons with re-investment of pensions
- Section 14 transfers
4. ESTATE PLANNING
- Estate duty calculations
- Drawing up of Living Wills and Last Wills
- Administration of deceased estates
5. SPECIALISED SERVICES
- Acting as a Curator bonis for incapacitated persons
- Tax efficient salary structuring
- Financial Wellness staff presentations
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