Investment World Financial Services CC

Tel : 011 0470987

Email: info@investmentworld.co.za

 

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Insurance and Investment Services

The Information displayed on this page is for information purposes only and does not in any way consitute the giving of advice.

As each person and company has unique requirements and therefore conultations are undertaken on a one to one basis which is fee based.

The fees are at R650 per hour for which a mandate needs to be signed, but are wayed if our recomendations are followed and the poducts are purchased.

However provision is further made within the mandate that should an insurance product be involved and is either Terminated, Lapsed or the premium is reduced within a 24 month period, the client undertakes to pay all costs related to this condtion of service.

In order to request a consultation please complete the contact form at which time the mandate will be emailed to you for signature.

 

Product Range

 

(1) Life Insurance

(2) Funeral Plans

(3) Disability Benefits

(4) Retirement Income structuring at retirement

(5) long term and short term savings.

(6) Secured investments (lumpsums only from R5000.)

(7) Estate Planning

(8) Wills

(9) Bond redemtion plans.

(10) Short Term Insurance (House, Car etc)

(11) Investment Stucturing 

(12) Partnership Insurance

(13) Buy and Sell Agreements

(14)

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Unit Trusts and ETF Investments