Lifestyle Financial Planning
MyPlan has one focus – to design, engineer, tailor and monitor an all embracing financial plan that will give you peace of mind and maximum enjoyment of your assets, from cradle to grave and beyond.
Peet Liebenberg CFP®
Rest assured, you will continue to interact with your current team member using the same contact details, at the same physical address. Learn more about our partnership.
Medical-Aid & Gap Cover
Estate, Trust & Legacy
Feb 3rd, 2022|Funeral, Insurance|
Feb 3rd, 2022|Disability, Insurance|
Feb 3rd, 2022|Buy and Sell Insurance , Estate, Insurance, Succession|
Feb 3rd, 2022|All Risk, Insurance|
We have one focus – to design, engineer, tailor and monitor an all embracing financial plan that will give you peace of mind and maximum enjoyment of your assets, from cradle to grave and beyond.
Estate & Legacy
Savings & Investment
Medical Aid Schemes
Tax Planning Solutions
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Whether you need life insurance to make sure your family and dependents are financially secure in the event of your death, or funeral cover to lessen the burden on your loved ones, we can help. We can also assist in ensuring your income is protected in the event that you are no longer able to work, or in case you suffer any critical illnesses.