CFP

Tel: 015 590 0245

134 Holland Str. Polokwane

Life

Financial peace of mind doesn't just happen.  It comes about because somebody cares, plans and makes it happen.

This is what we strive to do that at Cum Laude Financial Advisors.

To care about someone is to give serious attention to their needs and give consideration to do something correctly or avoid damage or risk.  To make provision of what is necessary for their health, welfare, maintenance and to protect their assets.  In order to achieve that, you need good financial planning!

To plan, also called forethought, is the process of thinking about and planning the structure required to fulfil your specific needs.

Planning involves the creation and maintenance of a plan.  As such, planning is fundamental property of intelligent behaviour.

So in order for you to have financial peace of mind, Cum Laude Financial Advisors will establish your family's needs and create the perfect structure to lower any risk and to avoid unnecessary tax obligations.

To determine your specific needs, we require the following information:

  • Married
    • ANC 
    • COP 
    • Date of marriage
    • Children \ dependents
  • Single
  • Widowed
  • Divorced
  • Assets and liabilities
  • Business interest
  • Will (last updated)
  • Securities signed
  • Trusts
  • Tax obligations
  • Estate duty
  • Capitol gains tax
  • Donations
  • Liquidity in Estate

What makes us extraordinary?

  • Professional advice
  • Minimizing your risk
  • Protecting your loved ones
  • Sound financial foundation
  • Proper planning
  • Tax advice

Financial peace of mind becomes a reality to you as a client, because Cum Laude Financial Advisors cares about you, will plan for you and then make it happen!

Contact Us

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