KB Financial Services cc

Services

Please note all competitive quotes can be done free of charge all you need to do is fill
in the questionaire on our “Contact Us” page and we will reply via email within 24 hours.

• Medical Aid
    - We offer a range of different medical aids for individuals or groups.

• Education and Savings Planning
    - Structured plans for your Childs education and future as well as saving plans for a specific
      goal.
    - Unit Trusts
    - Endowments

• Death and Disability Planning
    - Reviewing current life products and structuring a portfolio around your needs

• Retirement Planning
    - Analysis of existing pre-retirement provisions
    - Provision of all pre-retirement planning products including Retirement Annuities,
    - Unit Trusts, Endowment plans and Banking products
    - Structuring of portfolios
    - Analysis of Pension Provisions
    - Structuring of tax effective Income provisions
    - Provision of all Post-Retirement Investment vehicles - including Fixed Annuities -
      Linked Annuities - Linked Investment products and
    - Regular reviewing of situation

• Investment Planning
    - Analysis of existing portfolios
    - Structuring of goal oriented Investment plans
    - Provision of all investment products including - Unit Trusts - Linked Unitised

• Preservation Funds for Pension and Provident Funds
    - When people resign or get retrenched its tempting to cash in your Pension Funds or provident
       funds, it’s critical that such funds be preserved for retirement.
    - We offer various preservation funds which will preserve as well as grow your retirement
      capital; these products are tax free and have huge benefits at retirement.

• Group Life Products
    - Pension and provident funds for companies or small groups of 10 people or more, including
      group life and disability cover.

• Estate Planning.
    - Individual Estate analysis
    - Creation and structuring of estates
    - Drafting of Wills
    - Regular reviewing of situation