I help families protect all their assets for generations to come without having to worry about the future
Peace of mind
Protection of family assets
Unique solutions to exorbitant fees associated with dying
Preserve your children’s inheritance in their own Trust for their sole benefit
Appointment of capable, professional, and accountable persons to execute your deceased estate
On the morning of 2 October 2018, my Fiance left the house to never return as he was killed in a horrible motorcycle accident. It was all over in 20 minutes and I wasn’t even able to say goodbye.
He didn’t get around to updating his will with disastrous consequences for me. His brother removed our house keys, wallet, and cell phone from the accident scene and I was never granted access to our house again.
After that, I made sure that my will is up to date and that my wishes are written down. If something should happen to me now I know my family will be taken care of and they won’t be liable for unnecessary death costs.
We offer services in respect of Wills, Estates, and Trusts.
We offer a world-class solution to help you protect your legacy by indemnifying the professional fees associated with the cost of dying.
Insure yourself, your Family, and your Parents from the need for immediate liquidity upon death with a seamless extension of cover.
Protect your family from the complex funding problems of short and medium-term Estate overheads.
Ensure that your loved ones can fill the financial gap created by the death of the last surviving Spouse and are free from the burden of Inheritance Taxes and other costs.
Last Will & Testament
Deceased Estate Administration
Other Assets Administration
Estate Property Transfers
Immediate Liquidity Benefits
Estate Overhead Protector Benefits
Estate Gap Cover Benefits
I don’t have time – It is imperative that you make time to get your matters in order
I don’t want to see a consultant at my house – We can assist you telephonically as well
We have a plan that indemnifies the professional fees associated with the cost of dying
Not making the time
Not realizing the consequences of not having a will
Not realizing that they can reduce their death costs with our very affordable product
Make the time
Read up on some real-life stories of when things did go wrong
Any of our consultants across SA will be able to assist you with a product that indemnifies the professional fees associated with the cost of dying
My ideal customer has a family who wants to protect his / her family, children, and all assets according to his / her wishes
To be remembered for leaving a legacy for his / her generations to come
Our products are tailored to the individual’s needs
I do not pay for advertising currently
I need about 100 new prospects in a month (20 a week / 4 a day) – with a very conservative closing ratio of 20%
I want to help 5 families a week – i.e. 20 a month
On average I would say R100 000
R1000 pm – only data and electricity