Financial Services
“FIG” supplies professional services in the following areas:For Businesses and Corporations
- Needs Analysis for Business owners, identifying risks, and the setting up and arranging of Buy and Sell agreements and Keyman cover. We have experience in the arrangement of agreements with Close Corporations, Private Companies and Business Trusts.
- Auditing existing Provident and Pension funds with full understanding of the Legal and Regulatory Requirements. We have access to some of the best service providers and rates in the industry.
- Setting up of and implementing Umbrella Provident and or Pension funds to suit the individual need of each employer with specific focus on Small Medium Enterprises.
- Chamber Provident Fund
- Medical Aid
Portfolio and needs Analysis for both estate planning and retirement planning. We have contracts, are accredited and have access to the best Service Providers.
Investment Planning and Wealth management, drawing on the expertise of highly regarded investment managers in the Financial Services Industry, www.plexus.co.za for local investments and www.mitonoptimal.com for international investments.
Access to highly successful Trust Companies for the drafting and implementation of Wills and Trusts.
