TaylorMade Wealth Management

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TaylorMade Wealth Management

As financial pressure will probably persist throughout the rest of the year, now is probably the most important time to consult with your financial advisor before making any decisions impacting your investment and insurance portfolio.

SA financial system under stress, headed for 'extraordinary shocks' - Reserve Bank The South African Reserve Bank says SA's financial system is under growing stress, with people expected to struggle servicing their debt, or keep their insurance policies in place. Meanwhile, those who have money to save are already opting for short-term vehicles.

Please visit our newly updated website @ www.tmwealth.co.za

The Legacy Protection Plan™: Indemnity Plan™.
The Indemnity Plan™ effectively takes care of the costs of the Executor & Trustee services as well as Attorney fees that are necessary to finalise your Estate when you pass away. By providing for the necessary fees to administrator your deceased Estate, your loved ones will save tremendously both in time and money, ensuring your legacy is delivered as you intended it.

For a Free draft of your Last Will and Testament contact us for a consultation.

While drafting a Last Will and Testament may not seem important to you right now, not having one can be detrimental for your loved ones after your death. Without a legal Will, your estate will go into probate whereby a lengthy and expensive judicial proceeding will decide how your estate will be distributed. For a Free draft of your Last Will and Testament contact us: https://www.capitallegacy.co.za/contact-us.aspx

Capital Legacy’s principal reason for existence is to effectively drive down the legal costs borne by deceased estates. Such legal costs come in the guise of executor fees, trustee fees and conveyance attorney charges and diminish the value of your intended legacies by stealth.

Why is Financial Planning Important?

Saving for education, Planning for retirement or Estate planning. We all have financial goals, but often have no idea how to make them happen.

A financial plan will work towards achieving these goals.

You may not always know what the future will hold, but with sound financial planning you can breathe easy knowing that, good or bad, you and your family will be taken care of.

For sound financial advice, please contact us on 072 567 0391, or 082 927 4509.

A last will and testament is one of the most important documents that will form part of your Estate planning exercise as it will state how you would like your assets to be distributed.
Your estate will consist of any property and deemed property and we will ensure a proper estate planning analysis to ensure that your estate is set up in a tax-efficient manner to benefit you during your lifetime and your beneficiaries after your death.

New retirement tax changes are aimed at encouraging retirement savings...

One of the most important changes that came into effect 1 March 2016, is that all individual taxpayers who contribute towards a retirement fund could qualify for a tax deduction of up to 27.5% on their taxable income‚ up to a limit of R350 000 per annum.

Please contact us for a comprehensive financial and retirement plan.