“ It’s not about the years in your life, it’s about the life in your years. ” — Adlai Stevenson

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PERSPECTIVE

Personal Financial Planning

Efficient and effective personal financial planning demands the accurate assessment of your immediate and future financial needs. This requires an intimate and intuitive understanding of the individual circumstances of you and your family to ensure that every eventuality is catered for, and that your long-term aspirations, goals and objectives are honored, right from the start.

Personal Financial Planning

At MyPlan, we provide a variety of financial planning services. Our area of expertise consists of the following financial planning services:

Risk Assessment & Cover

Planning to protect yourself, your family and belongings against unforeseen events with life cover, medical aid & personal lines insurance.

Saving & Investing Wealth

Savings & Investment are two sides of the same coin – planning for both to achieve short, medium and long term financial goals.

Retirement Strategies

Ensure you maintain your current lifestyle during retirement by starting early and selecting the correct investment strategy.

Estate Structuring & Transfer

Protect and grow your assets during your lifetime and ensure you provide for loved ones after your death.

Tax Structuring & Return

Taxes are complicated and tax relief cannot be viewed in isolation. Tax planning is an essential part of a financial plan.