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Financial Planning
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Cash flow management and monthly budgeting
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Retirement planning and annuity selection
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Debt Management and Rehabilitation
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Tax planning to optimize your tax obligations
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Estate planning and advice (wills and trusts)
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Risk management and advice (life, disability, income protection and severe illness benefits)
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Medical aid schemes and Gap cover advice.
Investment Advisory
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Local and offshore investment advice.
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Unit Trusts and mutual funds
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Savings accounts
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Shares and equity
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Property investments and funds
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Portfolio monitoring and review.
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