My Services
Personal Financial Planning

Current Financial Profile

Risk Planning

Risk Personality

Asset Class Analysis

Retirement Planning
Wealth Management
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Estate Planning:
Estate planning is an integral component of a successful financial plan, and key to this is having a valid and up-to-date Will in place. Once you are gone, it can offer financial security to the people you love or organisations you want to support. It is what speaks for you when you cannot and it is the physical evidence, the lasting legacy, of the responsibility you took to provide for your loved ones, no matter what. Aside from including provisions that will secure your family’s future, you also have an opportunity to make a bequest to a charity or outreach program.
Having a carefully thought out Estate Plan ensures that your affairs are in order and enables your wishes to be carried out should you pass away.

Personal Liability

Employee Benefit Planning

Business Continuity Plan

Business Contingency Planning

Business Loan Redemption Planning

Business Continuity Plan

Planning For Future Expansion

Succession Planning For Family Owned Business
I’d Love to Help You With Your Financial Plan

Contact
(+27)82 310 1123
ashley@laatzwealth.co.za