Last Will & Testimony
We want to assist you in drafting the legal document that contains all your wishes for the day when you pass away so that it can be a seamless process for your loved ones left behind.
We help you to determine what the best route of action is for your estate while you are still in life, we want to minimise your liabilities at estate stage and make sure the process is as smooth as possible for the loved ones you leave behind.
Financial Needs Analysis
Financial needs analysis is the first step to your financial freedom, we help you identify your financial shortfalls and guide you on the right path to planning for the future as well as protecting you against unforeseen circumstances. We cater for your needs based on your disposable income annd advise you on short, medium & long term goals and assist you in achieving them.
Financial Status Evaluation
Expert Guidance Every Step of the Way We provide our clients with extensive and tailored consulting services. A lot of people underestimate the positive impact of a licensed professional and prefer to work alone. However, our Financial Status Evaluation services will put you in the right direction and guide you through every step of the decision-making process.
Asset Allocation Recommendation
Putting You On the Path to Success SA Trust Consultants is your go-to source for all your financial needs. We provide clients with a wide range of services tailored to their specific needs. Our Asset Allocation Recommendation services are guaranteed to put you back on the track of success.
Protecting you as a core asset is important to us. One of your biggest assets in life is your ability to earn an income; we want to protect you against loosing this ability. We want to give you peace of mind by knowing that your family will be financially secure even when you are no longer around.