WELCOME TO THE FINANCIAL ADVISOR

The Financial Advisor is employed by a well-known international insurance company, located in Johannesburg, South Africa. We aspire to an ethos of professionalism and integrity. We provide a comprehensive range of financial solutions.

It is vital that your financial advisor thoroughly understands your investment requirements as well as your current financial situation. The Financial Advisor aims to achieve this in a professional, non-intrusive manner, while getting only the best options available to you.

For sound advice, comprehensive and credible solutions, contact us today!

LIFE INSURANCE

Death Benefit
Pays a lump sum to ensure your dependants, debt, estate duty, business and other needs are taken care of when you die.

Accidental Death Benefit
Pays a lump sum in the event of your accidental death. No medical testing is necessary when you apply.

Funeral Benefit
Provides readily available cash to cover final expenses such as relatives having to travel to the funeral, the funeral itself, and clearing debts such as credit cards. You can also cover your partner your biological or legally adopted children, and up to four extended family members, including your parents.

MEDICAL AID

There are 49 million people in South Africa each with unique DNA. It’s one of a kind genetic blueprints which – like your fingerprint – you share with no one. Your DNA makes you entirely unique and you need a health solution that is equally unique.

RETIREMENT

• Once-off pre-retirement Capital Growth Investment
• Once-off pre-retirement Preservation of Retirement funds
• Pre-retirement Recurring Premium Investments
  

INSURANCE

Short Term Insurance

Personal
Tired of going through life hoping your short-term insurance company will keep its promises? The Mutual & Federal Group brings your valuable insurance for your home, car and personal possessions. Now you can choose a reliable insurance partner with over 165 years in the game.

Commercial Insurance
Mutual & Federal is one of the leading insurance companies in Southern African. Insurance products are offered for most commercial enterprises ranging from sole traders through to large companies.

• Fire, Storm explosion cover for building, machinery and stock
• Business interruptions cover following fire damage
• Theft cover for machinery or stock
• Money cover for cash
• And Much more......

INVESTMENT & SAVINGS

Once-Off Investments

• Tax efficient solutions
• Access to 200+ funds
• Personalise your plan

Unit Trust Investment

• From R250/month
• Access to funds
• No Contractual term

Recurring Premium Investment Plan

• From R250/month
• No Medical required
• Part withdrawal permitted
• Access to family support service

Offshore Investment

• Diversify globally
• Reduce current risk
• Investment available in three major currencies
• Choice of funds

PLEASE CONTACT ME

Name & Surname:
E-mail Address:
Telephone:
Requirements:	Life Insurance Medical Aid Retirement Insurance Investment
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