Services
Financial Planning
Estate Services
Employee Benefits
Retirement Benefit Counselling
Financial Coaching
Business Assurance
Financial Planning
Comprehensive Financial Planning
A financial plan is a road map showing you where you are, where you want to go and the best way to get there.
- Life Cover
- Disability Cover
- Critical Illness
- Investments
- Retirement Planning
- Preservation Funds
- Living and Life Annuity
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Estate Services
Estate Planning
Estate Planning is an important part of any individual’s financial plan. Having an estate plan ensures that your personal financial affairs are arranged in such a way that you enjoy maximum benefit of your assets during life and while your nominated beneficiaries would enjoy the assets according to your wishes upon your death. One of the tools we use to assist our clients in ensuring that their estate plans survive the test of time is through a well drafted Will with or without a Trust through our trusted fiduciary service.
Contact us for more info or book a consultation.
Employee Benefits
Employee Benefits
Preferred compensation plans are used to incentives those employees who are fundamental to the success or profitability of the business. As a retention strategy, we can assist your business in taking out an investment policy on behalf of that employee which will vest in him or her as a lump sum at the end of specified period tax free, usually 5 or 10 years.
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Retirement Benefit Counselling
Retirement Benefit Couselling
At Imvelo Wealth, we believe in the value of financial advice for all life stages. Retirement benefit counselling offered by Imvelo Wealth helps members of retirement funds to make informed decisions when leaving their employers due to resignations, retrenchments, dismissal, and most importantly, retirement. Information shared during these sessions include options available, tax implications, applicable fees, and estate implications for each option.
- Life Annuity
- Living Annuity
- Pension Preservation Fund
- Provident Preservation Fund
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Financial Coaching
Financial Coaching
We offer complete and customised financial wellness programs to companies that want to combine financial education with financial coaching to employees in order to empower and assist them with their financial lives, assisting on a wide range of financial literacy topics such as: ‣ The importance of financial budgeting ‣ Debt management and debt reduction ‣ Strategies to improve and maintain their credit score
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Business Assurance
Business Assurance
As a business owner, we recognise the need to protect your family’s legacy. A buy and sell agreement supported by a buy and sell life and disability cover, will ensure that if one of your business partners dies or become disabled, you are provided with cash to buy that partner’s share at the fair value. This is a win-win situation as it ensures that the business can continue to operate with as little disruption as possible for the surviving business owner/s, while ensuring that the estate of the deceased business partner receives a fair value for their hard earned business interest. The payout can also be used to settle any outstanding credit loan accounts.
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