We assist you to build your own unique LifePlan Puzzle of Estate- and Financial Planning. This process contains a full analysis and expert advice which includes the following:
Estate planning and administration
Test execution of your will through a complete analysis (you die on paper)
Business Owners' Estate Planning
Influence of Business Testament on your estate
Protection of surety signed for business
Protection of loan account in business
Business Owners' Estate Planning
Influence of Business Testament on your estate
Protection of surety signed for business
Protection of loan account in business
Will Planning and Advice
Revision of existing wills / Drafting of new wills
Trust Advice (Inter Vivos- and Testamentary Trusts)
Benefits of Business- and Family Trusts in Namibia
Trust Advice (Inter Vivos- and Testamentary Trusts)
Benefits of Business- and Family Trusts in Namibia
Analysis of Life Insurance Portfolio
Summary of policy benefits and values
Individual policy calculation - showing all premiums paid to date versus cash value
Comparison between total premiums to be paid and maturity value to determine whether further premiums will really add value
Recommendations with regard to the restructuring of insurance portfolio to compliment your own unique LifePlan Puzzle
PPS Offering for Professional Clients
Every day, as a graduate professional, you face challenging life events (eg. Loss of earning ability, death, disability or illness). However, the negative impact of experiencing such an event can be reduced with the necessary PPS insurance.
PPS operates on the principle of mutuality – this means that there are no external stakeholders
PPS is owned by and exists for the benefit of our members.
PPS Offering for Professional Clients
Every day, as a graduate professional, you face challenging life events (eg. Loss of earning ability, death, disability or illness). However, the negative impact of experiencing such an event can be reduced with the necessary PPS insurance.
PPS operates on the principle of mutuality – this means that there are no external stakeholders
PPS is owned by and exists for the benefit of its members.
Estate Administration
We ensure that we sign up your estate with the most effective estate administrator
We negotiate your administration fees before your death
