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Estate Planning | my brokers

http://www.mybrokers.co.za/estate-planning.html

VIND ONS IN AFRIKAANS. The purpose of estate planning is to ensure that succession takes place in a way that minimises taxes and costs and adequately protects the inherited assets and your beneficiaries. The objective of estate planning is therefore to cater for your needs while you are still alive as well as to cater for the needs of those you leave behind. Evaluating your estate plan you need to consider the following:. Is there enough liquidity in your estate?

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PAIA Manual | my brokers

http://www.mybrokers.co.za/paia-manual.html

VIND ONS IN AFRIKAANS. CLICK HERE TO DOWNLOAD THE PAIA MANUAL PDF.

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Retirement Funds | my brokers

http://www.mybrokers.co.za/retirement-funds.html

VIND ONS IN AFRIKAANS. Structuring a package that suites the needs and expectations of your employees but still fits into your budget can be a tough task! Therefore it is important to work with the right people when you plan, implement and manage your company’s employee benefits programme. PENSION AND PROVIDENT FUNDS.

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Retirement Planning | my brokers

http://www.mybrokers.co.za/retirement-planning.html

VIND ONS IN AFRIKAANS. Planning for retirement is often left too late: it seems to be a long way off when I am young. Consequently, only a few people are sufficiently prepared when the retirement date draws near. The purpose of pre-retirement planning is to make sure that you reach retirement age with enough funds to take care of yourself and your family when you retire.

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Professional Indemnity | my brokers

http://www.mybrokers.co.za/professional-indemnity.html

VIND ONS IN AFRIKAANS. Professional Indemnity insurance indemnifies the policy owner from financial loss due to claims from another party. Some professionals are required to carry Professional Liability policies in order to conduct business in their domains. My Brokers CC provides clients with Professional Indemnity solutions and we cover an extensive range of professionals such as architects, engineers, surveyors, accountants, IT and media.

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Short Term Insurance | my brokers

http://www.mybrokers.co.za/short-term-insurance.html

VIND ONS IN AFRIKAANS. PERSONAL SHORT TERM INSURANCE. Personal or individual short term insurance covers your material assets for example buildings, household contents, vehicles, trailers, electrical appliances and jewellery against risks such as theft, fire, lightning or damage. Will the insurer be able to pay claims (capital asset ratio)? Are there limitations to the proposed cover ( exclusions )? What will the excess payments be?

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News | my brokers

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VIND ONS IN AFRIKAANS. The Weekly Focus PDF.

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Business Assurance | my brokers

http://www.mybrokers.co.za/business-assurance.html

VIND ONS IN AFRIKAANS. Business assurance forms a key part of any succession plan. BUY AND SELL AGREEMENTS. In the event of death or disability of a shareholder or member of a business the shares they held may have to be sold or transferred to beneficiaries (e.g. his / her relatives). Almost all businesses have one or several key staff members that influence the success of the business substantially. This may be due to their special skills, knowledge, experience, expertise or even their network.

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Financial Planning | my brokers

http://www.mybrokers.co.za/financial-planning.html

VIND ONS IN AFRIKAANS. When you evaluate your personal financial plan, one of the most important considerations is the extent to which you have made sufficient provision to ensure your dependents will be able to cope financially, should you pass away. When asked what the most valuable asset your own are, most people will make the mistake to think that it is their house, car or even their yacht. But for every single person the answer should be their ability to earn an income. An Income Protection Policy d...