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
- Appointment for the free session can be done until end of January 2023.
- The first appointment will be used to gather information to provide you with appropriate advice and structure your will accordingly.
- There after meetings will be arranged to discuss your final draft will and estate planning findings.
- The discovery meeting can be done by physical appointment, zoom meeting or teams meeting.
- You agree that we can do a full Asset, investment and Insurance Portfolio discovery and review.
- 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.
- Your appointment date will be going through a approval process to insure availability of your financial advisor.
- On approval you will receive a zoom meeting link to save for your appointment.
- Bookings can also be made by calling a financial advisor: 082 494 5624
Make your booking Here.