Wealth Trust

Wealth Trust We offer tailored financial services with a holistic approach to financial planning and wealth management

Retirement and Pensions may seem boring   to some and most of us push this thought to the back of our minds. Saving for ...
11/10/2021

Retirement and Pensions may seem boring to some and most of us push this thought to the back of our minds. Saving for retirement is imperative as it is a great way to provide financial security for the future.
Here are a few key points on retirement planning we thought you might find useful.
Contact us to book a free consultation and let's talk about how we can ensure you are retirement ready.

We’re all familiar with the popular idiom: death and taxes (“the only two certainties in the world”). The topic of Wills...
29/09/2021

We’re all familiar with the popular idiom: death and taxes (“the only two certainties in the world”). The topic of Wills is often avoided because, let’s be honest, it’s not always pleasant to think about what would happen if you were to pass away.
Here is some information about the most important document you will ever sign.
COVID 19 has left a devastating impact on many families and has shown us that it’s particularly important that we place emphasis on ensuring that we leave a lasting legacy for our children and future generations. In the face of adversity, and as the death toll related to Covid continues to increase, we are reminded that life can be unexpected and we need to prepare accordingly.
Contact us for a complimentary Will Consultation, our offerings include Standard, Complex and Shariah Wills as well as various other fiduciary services.

The reality is that most people know they need a Will, but statistics show that South Africans are notorious procrastina...
26/09/2021

The reality is that most people know they need a Will, but statistics show that South Africans are notorious procrastinators. More than 75% of South Africans pass away without a valid Will in place, causing devastating consequences for their families and dependents.
In our business, we see the reality of families struggling to deal with the loss of a loved one almost every day. This struggle is infinitely more difficult when the loved one’s affairs are not in order.

Your Last Will and Testament is probably the most important document you’ll ever sign.

Your Will houses your final wishes, how you would like to distribute your estate, who your beneficiaries will be, who should take care of your children should something happen to you and your spouse etc. Not having a Will in place can result in devastating consequences for the loved ones you leave behind.

To give you, our valued client peace of mind, we have introduced virtual and telephonic consultations, for your convenience.

Drafting of wills are our cost, including collection, safekeeping, or amendments to your Will. That’s correct. We don’t charge you for the consultation or the drafting of your Will. We will also arrange collection and safekeeping at no charge. We encourage our clients to review their Wills every few years and especially after major life events. We don’t charge you anything to make these changes ensuring your Will remains up to date.

What’s the catch you ask? No catch.

Our mission is to ensure you have peace of mind your loved ones are taken care when you are no longer able to.

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Durban
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