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What do you need?
Are you fully in control of your financial affairs?
Do you have an active investment or retirement programme irrespective of size or value? Remember wealth can only grow from an investment programme.
Are your investments diverse and secure both locally and internationally?
Do you belong to a retirement fund? If so, do you understand how it is invested?
Do you have sufficient risk insurance to provide for debt repayment and family security in the event of illness, accident or death?
Do you have a current will or estate plan to protect your loved ones?
Are you maximizing & managing your tax affairs?
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CONTACT DETAILS
Telephone number:
0861 77 77 11
or
010 446 7777
Physical address:
Ballyoaks Office Park,
35 Ballyclare Drive,
2nd Floor Lacey Oak House,
Bryanston, Johannesburg,
2196
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