Investment Services in Villieria, Pretoria with website
Find accurate info on the best businesses belonging to the Investment Services category in Pretoria. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Showing results: 1 - 1 out of 1
Results from the 'Investment Services' category in Villieria, Pretoria
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1085 Haarhoff Street East,Villieria,Pretoria. 0186, Villieria, Pretoria, 0186
012 332 0853
Risk Planning; To ensure that you have made adequate financial provision to meet your financial needs as well as those of your family and dependents in the event of your death, disability or dread disease. These events have huge financial implications for you and for those financially dependent on you and these financial implications may be devastating if adequate financial provision has not been made. Retirement Planning; To ensure that you do not become part of the more than 90% South Africans that are unable to retire financially independent. Retirement planning involves far more than merely contributing to a pension, provident or retirement annuity fund and then hoping for the best. Short-Term Insurance; Planning To ensure that you have made adequate provision to protect yourself financially against the consequences of events like fire, damages and theft. By effecting insurance, the risk of economic loss is transferred to the insurer. Health Benefits {Trauma and Impairment; Not a medical aid]; To ensure that you have made adequate financial provision for you to cover medical and hospitalisation expenses, due to injuries as a result of accidents, and illness as well as any other necessary medical treatment that you may require. Estate Planning; To ensure that there are sufficient assets or capital in order to meet the cash flow requirements of your deceased estate, dependents and family and give effect to specific bequests. Investment Planning; The main objectives of investment planning are wealth creation, income generation and wealth protection or a combination of all three. Business Assurance; To ensure that provision is made for the purpose of providing a solution to the financial problems which arise on the death, disability or retirement and to provide for business continuity and to strengthen business structures. 
Latest publications
What is an FSP (Financial Services Provider)
03 July 2025
An FSP is a company or individual licensed by the Financial Sector Conduct Authority (FSCA) in South Africa to offer financial advice or intermediary services. This license is mandatory to legally pr...