Cerwyn Bradley Financial Planner SC

Cerwyn Bradley Financial Planner SC We offer : Life insurance, Risk Management, Investment Planning, Retirement Planning & Will Drafting

Contact me now for more information !
04/09/2024

Contact me now for more information !

09/08/2024
05/08/2024

"What's The Best Way To Provide For My Family Under Any Circumstances?"

If your family depends on you for financial support; to enjoy a decent standard of living, then please spend 2 minutes of your time reading this.

Insurance is the key to you being able to focus on the important things in life because it will ensure financial security for you and your family, should anything unfortunate happen.

If you're unclear about which insurance is important before 2021 ends, I have a very simple structure to it. It all boils down to 4 Insurance Products:

✅ LIFE COVERAGE - This product is specifically designed to protect your beneficiaries financially when you are not there anymore.

✅ INCOME PROTECTION - If you are unable to work due to illness, the insurance company will compensate for your loss of income.

✅ RETIREMENT PLANNING - A proper retirement plan is to ensure that you receive a consistent flow of income when you retire.

✅ EDUCATION PLANNING - This is a great way to grow your money across time so when your kids are old enough to go to college, they will be able to leverage on this sum of money.

Once you have all these in place, it provides you and your family peace of mind. These are the best gifts for you and your family at the start of the year!

Remember, the best time to buy insurance was yesterday. It is always better to start early and be prepared in case something happens.

If you are a client reading this, instead of spending your hard-earned money on year-end sales, why not invest time speaking to a financial advisor around you to understand how you can protect yourself and your family especially in this uncertain period.

If you are a financial advisor reading this, share this with your clients and friends who you think should be aware of this.

If you are a financial advisor looking to upgrade yourself to better value add your clients, come join me at Insurance Specialization 2024 on 18th Aug: https://bit.ly/46vVMHu

Address

Milkwood Office Park-North, 1 Milkwood Cresent, La Lucia Ridge, Umhlanga
Durban
4051

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
Saturday 09:00 - 15:00

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