Finclear Financial Services

09/12/2022

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2022 is drawing to an end. Make sure you tick all the boxes on your to-do list for the summer holidays - including your Last Will and Testament. 

01/12/2022

01/12/2022

And just like that, it's December! With 2022 drawing to an end, make sure that you prioritise the last few important things on your to-do list that you've been putting off all year - like your Last Will and Testament.

To-do list:

1. Finalise travel plans (Get those bags dusted off and ready to pack!)

2. Finish THAT project (you know which one we’re talking about)

3. Service the car (no, your car should not be making that sound)

4. Meet with friends (“we should do coffee sometime” well… it's time!)

5. Buy presents (dear re-gifters, try to remember who gave it to you in the first place)

6. Brush up on those baking skills (don’t be an overachiever, instant mix is your friend)

7. Last Will & Testament (drafted, up to date and in safe custody)

We’ve helped over 500,000 people get their Wills drafted. Why entrust your legacy with anyone else? Speak to your Financial Advisor or contact us today to book your complimentary Will-drafting consultation: https://www.capitallegacy.co.za/your-will

SA’s #1 Wills & Estates Specialists

01/12/2022

Find out more about getting the most out of your retirement plan with a protected savings account, a boost to your retirement savings and more unique benefits from 1.618 Advisory Services.

10/08/2018

10/08/2018

There are many reasons why people buy life insurance. Learn which ones are the most common and why.

12/12/2017

May you have a Blessed Christmas season. And a superbly prosperous 2018!
Please get hold of us in January should you need any advice on Financial products.
Set yourself up for success in 2018.

Wishing you the gift of good cheer this holiday season.

19/06/2017

18/06/2017

Happy Fathers Day to all the dads out there!