SERVICES
Selwyn Maggott provides a professional computerised evaluation and analysis of the advice categories, resulting in a personalised strategy report to meet your short and long term insurance objectives and financial planning.
His role includes meeting with clients in a professional environment to discuss the implications of their current strategy and implement improvements.
CATEGORIES OF ADVICE
RISK PLANNING
Includes Life cover, disability cover, income protection, severe/critical illness utilising long term insurance products offered by Discovery Life, Momentum, Hollard, Guardrisk.
RETIREMENT PLANNING
I compile a personalised report to ascertain whether the current strategy meets the retirement financial objectives of the client.
SHORT-TERM INSURANCE PLANNING
Utilising short term insurance products offered by Santam, and Discovery Insure.
HEALTH BENEFITS
- Discovery Health
- Momentum Health
ESTATE PLANNING
A personalised report, highlighting and implementing possible improvements on:
- Alleviating any shortfall in liquidity on death
- Minimising the effects of estate duty
- Reducing capital gains
- Making provision for business creditors
EDUCATION PLANNING
Ensuring adequate provision of the funding for education.
INVESTMENT PLANNING
- Risk profiling,
- Investment goal setting of short, medium and long term time horizons and the implementation of investment strategies,
- utilising investment vehicles offered by Discovery Invest, Momentum Investo, Momentum Wealth, RMB, Allan Gray, and Liberty Investment Series.
SPECIAL NEEDS
For example, Discovery Vitality and Momentum Multiply
BUSINESS ASSURANCE
Partnership assurance, keyman, contingent liability & the use of trust structures by referring clients to and in association with 