Estate Planning

Estate planning is the starting point of Financial Planning. It is needed to protect your hard earned accumulation of wealth and to ensure that your loved ones are provided for in the event of your death.

Why do your estate planning with D&A?

We offer a wealth of practical and personal experience in financial planning

We cater for a wide range of financial services and professional advice , which includes:

- Deceased estate administration

- Banking, finance and debt management

- Savings and investments planning

- Submission of tax returns and advice on tax savings

Our clients benefit from personal and trusted advice to ensure financial peace of mind.

Our philosophy is:

BE WISE – KEEP IT SIMPLE – EXPECT NO SURPRISES

We offer the first consultation free of change (this may include the preparation of a Will).

Find out more

CONTACT FORM

Set up your first free consultation or contact us about any other questions you might have about estate planning here:

Name*

Email*

Phone

Message

D&A Group Financial Planning CC
1995/003147/23
FSP no: 6619
Authorised Financial Services Provider

Address
PO Box 395
Wilderness

6560

Contacts
Email: dolsen@dandagroup.co.za
Phone: 082 410 2740
Fax: 086 610 1340