Services

We offer general Financial Planning which incorporates the following :

• Financial Needs Analysis (FNA)

• Life Assurance

• Medical Aids - Private / Groups

• Income Protection

• Local and Offshore investments - Short, Medium and Long term

• Wills and Trusts

• Corporate Call Account

• Tax Advice

• Pension and Provident Schemes

• Risk Analysis Exercise

• Regular Portfolio updates

Invest Assured Financial Planning (Pty) Ltd is accredited with the following institutions:

• Absa Trust

• Altrisk

• BOE

• Discovery

• Fedbond / FedTrust

• Fedhealth

• Old Mutual - Oxygen

• Old Mutual - Fairburne/Galaxy

• FMI

• Franklin Templeton

• Investec

• Metropolitan Life/Odyssey

• Allan Grey

• Coronation

• PPS

• Cadiz

• Momentum

• Nedcor

• Old Mutual

• RMB

• Sanlam

• STANLIB

• Liberty Life

• And others in the process of being accredited

If you would like to contact us regarding any of the above or require help that is not listed above, please click here