Mauritz Financial Planning Rynfield AH, Benoni

Meet the business

I am a Certified Financial Planner® professional affiliated with Standard Bank Financial Consultancy (SBFC). I conduct a financial needs analysis for each client to determine which solution would suit their specific situation. I provide the following services: Estate Planning (Drafting of Wills, Risk Cover including Life Cover, Disability, Dread Disease and Income Protection), Investment Planning (Goal-Based Investments, Long-Term Investments, Wealth Creation, Pre-Retirement Planning & Post-Retirement Planning) and Business Assurance (Buy-and-Sell Agreements, Key Person Insurance, Future Liability Cover, Contingent Liability Cover & Employee Benefits).