WESFIN Independent Insurance & Investment Brokers
Independent Insurance & Investment Brokers
FSP Nr. 4852
INVESTMENT | LIFE COVER  | SHORT TERM INSURANCE | MEDICAL AID
COST OF EDUCATION  | ANNUITIES  | SAVE FOR TOMORROW  | RULE OF 72 
INFO  | BASIC NEEDS ANALYSIS | FACEBOOK | HOME
Basic Needs Analysis  
 
 
Single Years
 
Marriage
 
Family
 
Retirement
       
Personal Assurance
Bond on House; Flat / Student Loan / Overdraft; Bank Loans; etc / Hire Purchase / Dependants; Parents / Funeral; Executor Fees; Will / Disability / Retraining if disabled / Asset Insurance
Personal Assurance
Income Protection / Disability / Bond on House; Flat / Student Loan / Overdraft; Bank Loans; etc / Hire Purchase / Dependants; Parents / Funeral; Executor Fees; Will / Spouse (Co-Assured Benefit) / Protecting Living Standards / Asset Insurance
Personal Assurance
Income Protection / Disability / Bond on House; Flat / Overdraft; Bank Loans; etc / Hire Purchase / Dependants; Parents; Children / Funeral; Executor Fees; Will / Estate Duty / Spouse (Co-Assured Benefit) / Protecting Living Standards / Asset Insurance
Personal Assurance
Income Protection for Spouse / Overdraft; Bank Loans; etc / Funeral; Executor Fees; Will / Estate Duty / Protecting Living Standards / Asset Insurance
       
Health Cover
Everyday Medical Expenses / Major Medical Expenses / Hospitalisation / Loss of Income (Business; Private)
Health Cover
Everyday Medical Expenses / Major Medical Expenses / Hospitalisation / Loss of Income (Business; Private) / Dread Disease / Pregnancy
Health Cover
Everyday Medical Expenses / Major Medical Expenses / Hospitalisation / Loss of Income (Business; Private) / Frail Care / Dread Disease / Pregnancy
Health Cover
Everyday Medical Expenses / Hospitalisation / Major Medical Expenses / Frail Care / Dread Disease
       
Single Years Marriage Family Retirement
       
Investment
Home / Car / Travel / Education / Starting Business / Save for Family / Dreams / Goals / Aspirations
Investment
Home / Car / Travel / Starting Business / Save for Family / Dreams / Goals / Aspirations
Investment
Home / Car / Travel / Holiday Home (2nd Home) / Starting Business / Education of Children / Dreams / Goals / Aspirations / Additional Retirement Capital
Investment
Travel / Holiday Home (2nd Home) / Grandchildren's Education / Additional Retirement Capital / Income
       
Retirement Provision
Maintain Standard of Living (Close Income Gap) / Save on Tax (Tax Efficiency) / Secure Nest-egg
Retirement Provision
Maintain Standard of Living (Close Income Gap) / Save on Tax (Tax Efficiency) / Secure Nest-egg
Retirement Provision
Maintain Standard of Living (Close Income Gap) / Save on Tax (Tax Efficiency) / Secure Nest-egg
Retirement Provision
Maintain Standard of Living (Close Income Gap) / Save on Tax (Tax Efficiency)
Personal Assurance   Health Cover   Investments   Retirement Provision
Personal Assurance   Health Cover   Investment   Retirement Provision

 

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