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Legacy is more than
wealth, it is impact.
Let’s build yours together
Empowering you to take control of your financial destinies.
081 567 6464
2 Ncondo Place, Ridge Side
Umhlanga Rocks
info@umnothofs.co.za
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Financial planning
Financial-planning
Our Services
Personal Budgeting
Debt Management
Goal Analysis & setting
Long Term Goals setting
Short Term Goals setting
Pension & Retirement Calculations
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Wealth Management
Wealth Management
Our Services
Risk aversion – Life/Disability Cover/Chronic
Income Protection – Temporal & Permanent
Savings & Investment Strategy
Educational Planning
Retirement & Pension Planning
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Estate Planning
Estate Planning
Our Services
Drafting of a WILL
Setting up a Testamentary Trust
Setting up an Inter vivo Trust
Appointment of an Executor of the Estate
Provision for Estate liquidity
Provision for Costs of Dying
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Group Employee Benefits
Group-Employee
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Group Death Benefits
Group Disability Benefits
Group Pension Benefits
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Consultation
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Group Disability Benefits
Group Pension Benefits
Group Medical Benefits
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Financial Education
Financial Education
Our Services
FREE G.E.P.F training
FREE Pension Fund training
FREE Estate planning training
FREE Budgeting training
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