Personal Financial Planing Services

PERSONAL FINANCIAL PLANNING SERVICES
Financial Services
Aliberti Business Solutions’s financial planners can assist people in the following areas of their personal financial plans.

Financial Planning Services
Investment Planning:
• Asset Allocation
• Risk Profiling
• Cash Flow Plans
• Estate Planning
• Life & Disability Cover – assessments
• Retirement Planning – Post & Pre
• Tax Planning
• Wills
• Trusts – Local & Off-Shore
• Executorship
• Medical Aid Cover – Local & Offshore
• Business Assurance

Risk Products
• Life Cover
• Income Disability Cover
• Dread Disease Cover
• Capital Disability & Impairment Cover
• Funeral Cover & various other ancillary benefits

Investment & Savings Products
• Preservation Funds
• Retirement Annuities
• Living Annuities
• Fixed Annuities
• Single Premium Investments – Local & Offshore
• Endowments – Local & Offshore
• Various Income & Annuity Plans
• Unit Trusts

Aliberti Business Solutions has in place a number of quality referral arrangements which often form part on an overall client financial plan and solution.

Referral Arrangements
• Stock Broking
• Short Term Insurance
• Asset Finance

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