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Wealth Management

Business lending Johannesburg South Africa

WEALTH MANAGEMENT

Planning is the critical first step for the secure future you envision.  Having a detailed financial plan provides you with a strategy to make practical financial decisions in all aspects of your life. Following and sticking to a plan allows you the best possible chance of success in achieving your life goals and long-term financial security.

Our Planning Specialists are able to truly focus on their clients’ objectives and create a unique and personalised plan – one that safeguards and grows your life savings, minimises risk, while keeping your life objectives firmly in mind.

Our Wealth Creation Specialists are focused on delivering Financial Planning that’s holistic: it considers your stage of career; your goals for you and your family; the most appropriate investment vehicles; and also takes into account detailed insurance planning to protect you and your family in worst-case scenarios.

RENABLIST WEALTH MANAGEMENT SERVICES

investment and retirement

Investment & Retirement Advice

Our advisory team is able to provide advice & solutions on: local and offshore investing, retirement...

Investment & Retirement Advice

Our advisory team is able to provide advice & solutions on:
• Local and offshore investing
• Retirement funding & planning
• Portfolio analysis & construction
• Risk profiling & financial personality assessment.

tax and estate planning

Tax and Estate Planning

This all-important part of financial planning covers: Estate duty, CGT and taxes & effective use of trusts

Tax and Estate Planning

This all-important part of financial planning covers:
• Estate duty
• CGT and taxes
• Effective use of trusts
• Drafting of wills

business assurance

Business Assurance

Business Assurance is risk assurance taken out to protect a business from the potential financial consequences...

Business Assurance

Business Assurance is risk assurance taken out to protect a business from the potential financial consequences should a member of the business, who is essential to the business die, become disabled or suffer a critical illness. This could be an owner, an executive or an employee. Plan for business uncertainty with the following:
• Succession planning
• Buy and sell cover
• Key person cover
• Contingent Liability Cover

risk protection

Risk Protection

Your life is your most valuable asset. We assist you to put mechanisms in place to protect yourself...

Risk Protection

Your life is your most valuable asset. We assist you to put mechanisms in place to protect yourself against unforeseeable events while you are in the process of accumulating your wealth:
• Life and disability cover
• Key man cover
• Funeral cover.

group benefits

Group enefits

Taking care of your employees promotes a sense of loyalty and commitment. Productiity in the workplace...

Group Benefits

Taking care of your employees promotes a sense of loyalty and commitment, Productivity in the workplace also tends to improve. We offer a range of employee benefits as follows:
• Group risk cover
• Group healthcare benefits
• Group retirement funds
• Funeral cover.

health care

Health Care

Our advisory team is able to provide advice and solutions on: medical aid membership, Gap cover...

Health Care

Our healthcare advisory team provides advice on:
• Medical aid membership
• Gap cover