Financial Planning

Let’s grab coffee and talk about all your Financial Needs and Wishes in order to achieve your lifestyle goals and have peace of mind.

Here are a few examples of how we can assist you:

Bond Cover
Home Loan Protector
Life Cover
Disability Cover
Trauma / Severe Illness Cover
Functional Impairment
Income Protection
Retrenchment Insurance
Gap Cover
Medical Insurance
Medical Aid
Education Protector
Children’s Inheritance Solution
Business Insurance
Business Overheads Protection
Key Man Insurance
Buy and Sell Insurance
Car Insurance & Household Insurance
Business Insurance

Lump Sum and Monthly Savings Options
Retirement Savings
Preservation Funds
Emergency Funds
Living Annuities
Life Annuities
Guaranteed Investment Solutions
Income Plans
Capital Growth Plans
Offshore and Local Investment Solutions
Money Market Funds
ETF’s
Unit Trusts
Share Portfolios
Dollar and other Currency Investments
Currency Conversion Solutions
Structured Notes

Estate Duty Tax
Income Tax
Capital Gains Tax

Tax Free Savings
Tax Friendly Investment Solutions

Contact one of our Advisors to discuss Options

Fanie Du Preez

Independent Financial Advisor

Fanie is an Independent Financial Advisor with 50+ years experience. He is a fully qualified Financial Intermediary and a member of the FIA and CMS. Fanie established himself as being the top Advisor for Sanlam Life and PPS for numerous years and has earned awards and accolades for service excellence.

Contact Details

+27 41 391 6136

+27 72 661 5833

+27 41 364 3018

fanie@themg.co.za

Anton Du Preez

Independent Financial Advisor

I have been an Independent Financial Planner in our Family Financial Practise with my dad and brother for over 24 years. My role is to connect, guide and assist my clients through the “noise” into only getting what they need to achieve their financial goals and to have peace of mind along their Journey ahead.