What are the opening hours?

Monday 09:00 - 17:00 Tuesday 09:00 - 17:00 Wednesday 09:00 - 17:00 Thursday 09:00 - 17:00 Friday 09:00 - 17:00

https://www.facebook.com/390763628049418/

Annik Smith CFP

Home
South Africa
Cape Town
Annik Smith CFP

Passionate and dedicated about creating holistic all round financial plans tailored to your needs.

29/03/2018

There are certain 'boxes' that need to be ticked for your will to be valid. If you are unsure what these are, I can assist you in making sure your will is legally sound. Contact me today on 083 999 3630

28/03/2018

Considering a DIY will? While it might save you now, it will likely create major complications later if certain clauses are left out and you pass away intestate. Invest in sound advice now to avoid future difficulty.

26/03/2018

It's important to know what the financial implications are when winding up an estate. Forewarned is forearmed. Call me so that you're not blind-sided when the time comes.

23/03/2018

Financial Planning can be a source of high emotion for many people. That's why I combine solution-based empathy with financial problem-solving acumen to put you back in power over your finances.

21/03/2018

Wishing you all a restful Human Rights Day

20/03/2018

Financial Planning is a pre-emptive solution that mitigates any potential financial woes and secures long-term financial well-being. Let me accompany you on your journey to financial success.

19/03/2018

Leaving all your assets to your spouse means avoiding estate duty under current tax laws, as per the Section 4Q deduction. Call me to discuss how Estate Planning can help you eliminate estate duty.

16/03/2018

Are you a parent to minors? Dying without a will leaves their inheritance in the hands of the Guardians Fund, a state-owned fund.
To ensure that your children inherit at an age you feel appropriate, your will is your most effective tool.

15/03/2018

My product offering is comprehensive and my business mission clear: To build relationships with all my clients that are based on trust and understanding so that the Financial Planning process is both efficient and credible.

14/03/2018

With fluctuating economic cycles and shifting market dynamics, you need a savvy financial planner to provide innovative direction that protects your loved ones when you're no longer around. Call me to assist with all your Financial Planning requirements.

12/03/2018

Neglecting to draw up a will with proper instructions can leave your spouse extremely vulnerable in the event of death. Make sure that your heirs are properly protected and ensure that your will is correct and valid.

09/03/2018

Financial Planning shouldn't be only number-crunching. My personable yet professional service means together we tailor a plan suited to all your financial needs.

Address

Cape Town

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Telephone

0839993630

Website

facebook.com

Alerts

Be the first to know and let us send you an email when Annik Smith CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.