Wills and Estate Planning bookings

Get a Free Will and Free Estate planning session when you make your make your Black Friday appointment from 24 to 27 November 2022.

Terms And conditions Apply for the Free Session

  1. Appointment for the free session can be done until end of January 2023.
  2. The first appointment will be used to gather information to provide you with appropriate advice and structure your will accordingly.
  3. There after meetings will be arranged to discuss your final draft will and estate planning findings.
  4. The discovery meeting can be done by physical appointment, zoom meeting or teams meeting.
  5. You agree that we can do a full Asset, investment and Insurance Portfolio discovery and review.
  6. The executor appointment can be your nominated executor plus PSK Consult, Sanlam or Momentum. For Liberty Life and Discovery life a fee will be levied.
  7. Your appointment date will be going through a approval process to insure availability of your financial advisor.
  8. On approval you will receive a zoom meeting link to save for your appointment.
  9. Bookings can also be made by calling a financial advisor: 082 494 5624

Make your booking Here.