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Home
About
Services
Physical Asset Insurance
Medical Cover
Life & Disability insurance
Investments
Bespoke financial advice
Media
Contact
Home
About
Services
Physical Asset Insurance
Medical Cover
Life & Disability insurance
Investments
Bespoke financial advice
Media
Contact
Menu
Home
About
Services
Physical Asset Insurance
Medical Cover
Life & Disability insurance
Investments
Bespoke financial advice
Media
Contact
Estate analysis and planning
Capture your details and we’ll get an expert to respond with some options and guidance for you.
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Specific goals & objectives
What are the key objectives you'd like to achieve through this process?
Goal 1
Goal 2
Goal 3
Personal Details
First Name
Surname
ID Number
Nationality
Cellphone Number
Email Address
Residential Address
Marital Status
Please select…
Married
Co-Habit
Divorced
Widowed
Single
Date of Marriage
Marriage contract
Please select…
In community of property
Out of community of property without accrual
Out of community of property with accrual
Dependents (Names and Ages)
Any additional details regarding dependents
Estate
Do you have a Will in place?
Please select…
Yes
No
Are you linked to a trust
Please select…
Yes
No
Please provide details
Assets & Liabilities
Do you have non-investment assets? (eg. Property, Vehicle, Business interests etc)
Please select…
Yes
No
Description of asset
Value today
Base cost
Any debt?
Interest rate?
Is the asset insured?
Please select…
Yes
No
Do you have any other non-investment assets?
Please select…
Yes
No
Description of asset
Value today
Base cost
Any debt?
Interest rate?
Is the asset insured?
Please select…
Yes
No
Do you have any other non-investment assets?
Please select…
Yes
No
Description
Value as of today
Base cost
Any debt?
Interest rate?
Is the asset insured?
Please select…
Yes
No
Do you have any other non-investment assets?
Please select…
Yes
No
Description
Value as of today
Base cost
Any debt?
Interest rate?
Is the asset insured?
Please select…
Yes
No
Do you have any other non-investment assets?
Please select…
Yes
No
Description
Value as of today
Base cost
Any debt?
Interest rate?
Is the asset insured?
Please select…
Yes
No
Do you have any investment products? (Pension fund, Unit Trusts, Retirement Annuity, etc)
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contributions
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any other investment products?
Please select…
Yes
No
Description
Institution
Value today
Monthly Contribution
Objective
Do you have any liabilities? (e.g.personal loan)
Please select…
Yes
No
Description
Institution
Liability Value
Interest Rate
Do you have any other liabilities?
Please select…
Yes
No
Description
Institution
Liability Value
Interest Rate
Do you have any other liabilities?
Please select…
Yes
No
Description
Institution
Liability Value
Interest Rate
Do you have any life insurance? (e.g. Life cover, income replacement, severe illness)
Please select…
Yes
No
Description
Institution
Amount
Beneficiary
Do you have other life insurance policies?
Please select…
Yes
No
Description
Institution
Amount
Beneficiary
Do you have other life insurance policies?
Please select…
Yes
No
Description
Institution
Amount
Beneficiary
In the event you passed away
Are there any capital amounts you'd like to cover (e.g. children's education, debt on your house, liquidity for your estate etc.)?
Would you need to provide an income for any dependents?
Estate Duty
Value of your estate on date of marriage
Value of your partners estate on date of marriage
Are there any other comments, or additions you'd like to make in relation to any of the information we've captured?
Terms and Conditions
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Life Current terms and conditions.
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