Our value proposition also ensures that you may receive remarkable financial service relationships and advice with regard to the opportunities and risks related to the creation, preservation and transfer of wealth to a next generation. This is done through Netco Risk Management Services (Pty) Ltd, a Registered Financial Service Provider, FSP License No 40265.

Our approach to your financial needs and related advice comprises the following:

Wealth Creation and Management

The importance of comprehensive planning in the process of wealth creation, together with an investigation into your existing products, methods, instruments and contracts is critically important. We will ensure that it takes place through effective Risk Management, Wealth Preservation and Succession Planning as the almost live long process of creating wealth can experience a serious setback if you do not specifically have a planned strategy to prevent this from happening. Planning to ensure the protection of assets will benefit all parties involved, of whom you and your family are the most important.  Will-, trust-, estate- and business planning and related services form part hereof.

Our offer includes:

  • Estate planning
  • Drafting and updating of Wills
  • Formation and registration of Inter Vivos Trusts and Testamentary Trusts
  • Estate Administration
  • Trustee services
  • Risk and needs analysis
  • Investment planning