The Process

We now consider how to best finance the upfront and ongoing fees to ensure that what you have can cover what you need. Should the RAD be paid in full or part plus a DAP etc.?

Is it best to retain, rent or sell the family home: a key question that is of paramount importance from many perspectives must be addressed

We usually recommend that a funeral bond be put in place if not already

Other sophisticated financial products may be suggested to improve your position

An updated SA 457 is often created from this process

You have 28 days from the date of permanent entry to finalise a deal and settle how you are going to cover all of the costs

At this point of entry we now turn our attention to making sure that residual assets are properly and complimentarily invested going forward

We assist further as your financial circumstances change and provide a service to ensure that your MTF is at an optimal minimum

We review your general asset position and the ongoing suitability of your investments and their performance