Duff and Associates Financial & Estate Planning (Pty) Ltd

Duff and Associates Financial and Estate Planning (Pty) Ltd. is a licensed Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act.
Company registered, 2015/05/22 Enterprise no. K2015167256 FSCA reg. 46630

Duff And Associates is a member of the Financial Intermediaries Association of Southern Africa and undertakes to honour the Code of Ethics at all times.

Services:

1. FAMILY SECURITY

2. INVESTMENTS
Local and off-shore
Unit Trusts and Assurances
Cash and liquid
For emergencies

3. RETIREMENT PLANNING

4. TAX SAVINGS

5. COLLATERAL SECURITIES
Home Mortgage Bond and Overdraft

6. BUSINESS SECURITY
Partnership assurances and agreements
Key person assurance (collateral securities)
Pension and Provident funds
Staff retention projects (salary structures)
Deferred Compensation

7. DISABILITY
Loss of earnings from accident and illness
Dread Disease (Cancer, stroke, paraplegia, etc)

8. LOSS of SPOUSE’S INCOME
From death or disability

9. ESTATE DUTY

10. WILLS AND TRUSTS
Executorships
Trusteeships