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Solutions > Products and Services > Financial and Estate Planning

About IPMG Product & Service: Financial and Estate Planning

At IPMG it is our objective to provide a comprehensive range of risk solutions for the Individual and also Business enterprises, this can include any of the following spheres, Life Assurance, Buy & Sell Agreements, Business Overhead Expenses, Income Protection, Retirement Provision, Short Term Insurance and Medical Insurance.

To this end it is our core objective to provide advice that stems from doing a thorough Financial Needs Analysis, irrespective of the type of product that is being advised on, thereby ensuring that our clients have an accurate quantitative view of their current financial standing, which allows them to plan for their future needs in a pragmatic fashion.

We have the capacity to draw on various role players within the group that specialize in different fields, thereby ensuring accurate and relevant advice on any topic, from Estate planning & Trust structuring, through to Retirement provision and drafting of Last Will & Testaments.

Kindly speak to one of our Financial Planners to ensure that an accurate analysis is done of your current Estate Planning and to establish if your current contributions to Risk Assurance are being applied in a cost effective and beneficial manner.

 

 
 
     
 
National Contact Details:
 

  +27 86 123 IPMG (4764)
 123@ipmg.co.za

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