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1 Financial Workshop -Services

• Estate Planning
• Investments
• Risk Cover
• Retirement Protection
• income Protection
• Pension Transfers
• Budgeting  
Money Management WorkShop


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1 Financial Workshop Gauteng

Financial Workshop Gauteng is accredited to make use of such companies should there be a need for these products:


• Altrisk / Hollard Life
• Discovery Life / Health
• Liberty Life
• Momentum Life / Health
• PPS (Professional Provident   Society)
• Standard Bank Investment   Services

 

 

 

 
 
   

1 Financial Workshop Gauteng Area    Of Experience

An individually designed plan is put into action to help clients prioritise their financial needs within their unique position – from budgeting to debt management to goal setting to helping clients prioritise their financial needs, all within their unique financial position,. Financial Workshop Gauteng will provide if needed, comprehensive financial planning services such as education funding planning, retirement planning and survivor planning. Due to Stewart’s extensive network, there are external specialists available to help set up clients wills, trusts and address their income tax planning issues.

Financial Workshop Gauteng has experience with clients who have different health prospects yet are wanting to protect their wealth / families i.e. they may be suffering from diabetes, hypertension, raised cholesterol, angina and HIV.

Experienced, impartial, highly qualified advice is given with regards to personal financial planning on such issues as death, disability, medical aid cover and investment portfolios

 

 
       
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