Wealth Protection involves assessing your exposure to risk and then managing that risk. Once assessed the risk of our clients are mitigated using the below techniques. Wealth Protection is all about protecting your current accumulated wealth AND your ability to earn wealth in the future.
A comprehensive needs analysis will be done on:
•Capital and income needs in the event of death, disability or dread disease.
•Issues that must be addressed include: repayment of capital amounts, replacement of income, provision for last expenses,etc.
•Short-term insurance needs,
•Medical Aid needs.