Will you reach your personal goals?

Timeous planning is essential; both for businesses and individuals alike in protecting their financial existence against the threat of the unknown as well as achieving future economic security.

 

With the aid of a computerised financial planning approach, personalised solutions are found to individual areas of concern, such as the following:

 

Effective Personalized Solutions

About Equity Assurance

The Equity Philosophy

Effective Personalized Solutions

Equity Bulletin

2004 Forecast

Contact us

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Advice Request Form

To contact us:

PO Box 3777 - Somerset West - 7129

Phone: 021 851 0557

Fax: 086 634 2962

Cell: 082 878 6048

Email: info@equityassurance.co.za

WEALTH PROTECTION

FAMILY SECURITY:

Protecting the financial welfare of your dependants in the event of your untimely death

DISABILITY PROTECTION:

Securing financial independence in the event of both temporary and permanent disability

GUARANTEED INSURABILITY:

Protecting against the eventuality of becoming uninsurable

BOND COVER:

Providing for immediate settlement in the event of unexpected death or disability

ESTATE PLANNING:

Funding of estate duty liability and providing for liquidity

BUY & SELL AGREEMENTS:

Securing business continuity through funding of buy and sell agreements

KEY PERSON:

Protecting your business against the financial strain of having to replace a key person

HEALTH CARE:

Providing for the cost of private health care.

WEALTH CREATION

RETIREMENT PLANNING:

Securing future independence by providing ongoing income at retirement

EDUCATION:

Saving towards the educational development of your children

SPECIAL GOALS:

Establishing disciplined savings vehicles to reach specific financial goals

TAX SAVINGS:

Minimising tax liabilities by finding tax efficient solutions

RISK DIVERCIFICATION:

Matching individual risk profiles through appropriate selection of local and international portfolios

RAND HEDGE:

Benefiting from Rand devaluation through Rand denominated offshore portfolios

ANNUITIES:

Investment of lump sum proceeds in compulsory and voluntary purchase annuities

GROUP BENEFITS:

Implementation of employee benefit schemes aimed at providing primary retirement benefits and basic risk benefits to employees