Entries by De Wet du Plessis

Wealth Management I Financial Services

If dreaded disease cover is left disregarded and you or a loved one is diagnosed with a serious ailment, it could lead to financial distress or even bankruptcy.

Dreaded Disease Cover

If dreaded disease cover is left disregarded and you or a loved one is diagnosed with a serious ailment, it could lead to financial distress or even bankruptcy.

Effective Wealth Management

Historically, wealth management was reserved for the extremely wealthy but many have reached financial success demanding tighter controls and smart investing.

Begin Saving and Investing Through Intelligent Financial Planning

There are many ways of remedying one’s financial woes through astute financial planning that can even reverse a worsening financial downward spiral. Here are five recommendations from Efficient Wealth to recover and even enhance your financial situation:

What is Investment Management?

To better understand investment management, you need to understand how your financial needs will change as you get older. Right now, you might be thinking about marriage, children, buying a house or expanding your business into new market ventures.

Stockbroking Portfolio Management

Everything we do is driven by our desire to minimise risk and maximise our clients’ well-being. Contact us to safeguard the longevity of your trading assets and achieve the results you deserve.

Effective Investment Management Services

Effective, efficient investment management services are much like a more experienced scuba diving partner. The important objective is to find someone who has a wealth of experience that you can trust. Cutting through the flotsam, finding the fortunes with calculated calmness.

Taking Care of Short-Term Insurance

Short-term insurance offers a wide range of coverage. For example, you agree on an amount to be paid out if your vehicle is involved in an accident, or is destroyed or stolen. If these incidentals occur, you are paid the agreed amount. Just be aware that cars depreciate annually, so ensure that you update their value on that basis.