estate

A good ESTATE PLAN clarifies your goals, drafts an action plan to get you there and gives you peace of mind knowing what to do when financial crises arise,
You will be able to identify problems that can create barriers to your financial independence, such as too little or too much insurance cover
or a high tax burden.
Your cash flow may be inadequate, or your current investments may not be returning the best growth, considering your risk profile.
Like it or not, everything revolves around money and you don't need a lot to have stress!
A good PLAN is like a Ships rudder, keeps you on course, helps you steer through rough seas.
It identifies how best to allocate your resources towards attaining your goals
Provides a measure of progress towards those goals. It puts your dreams into perspective by reducing them to a simple PLAN.

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ESTATE PLANS should involve your short, medium and long-term

FINANCIAL GOALS.

from emergency cash on demand, to the best form of savings for special projects and retirement.
It should cover the effects of income tax and inflation on your investments
Identify protection of your income.
Protection of your loved one's lifestyle and the orderly disposition of your assets in the event of your early death.
The services of our PRACTICE, will help you obtain the best products
to help you achieve your goals.
A good ESTATE PLAN may not make you an overnight millionaire, but it will help prevent you from being poor!
OUR PRACTICE will take care in collecting this information from you,

call us for PEACE of MIND

FINANCIAL NEEDS ANALYSIS (FNA)

In order to prepare an ESTATE PLAN

we need information about your present financial situation

This information is conviently wrapped up in a document called an FNA

short for Financial Needs Analysis

You would need to complete this so that

Our PRACTICE can evaluate a PLAN

Complete the "RISK PROFILE" and "FNA" below,

sign them and fax to us at FAX no. 086 625 3221

or scan and e-mail to mailto:info@skelton.co.za

NOTE: This action does not commit you to any product

and you are under NO OBLIGATION

Information remains PRIVATE and CONFIDENTIAL

Usefull Information - Download "THE LAW and ESTATE PLANNING" apply here for your FREE copy >>>>	Name Email Cell place onto email list
Remember a LAST WILL and TESTAMENT is an essential part of your ESTATE PLAN see WILLS	(click here)

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