Financial Planning

What is Financial Engineering?

Every client has discussions with each of the above financial planning partners in the course of personal & business matters every year. How do you integrate each professional’s advice without incurring additional costs/fees, and more importantly, how does each professional contribute to your personal and business financial planning goals?

Each professional gives advice in isolation, without a comprehensive view of your whole lifestyle or financial plan.

Estate (Wills & Trusts)

storm-businessEstate (Wills & Trusts)

Estate planning is arranging the process for the disposal of a persons estate.

Wills and trusts: It is important to know the difference between a will and a trust, at NMM we will help you establish this.

• Valuing Assets

• Planning / Drafting Wills

• Trust Structures

• Winding Up Estates

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Personal Risk Cover

Personal Risk Cover

Individual risk is the potential of losing something of value. Uncertainty is a potential risk at NMM we can set out a personal risk cover plan designed for you.

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Business Risk Cover

Business Risk Cover

This is time and energy spent in the hope of growing your portfolio. Here at NMM we manage your investment with a set of skills designed over the past 27 years and work closely with each asset management house to look after your individual portfolios. We also specialize in offshore investing to maximize  your return.

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Investments

Investments

This is time and energy spent in the hope of growing your portfolio. Here at NMM we manage your investment with a set of skills designed over the past 27 years and work closely with each asset management house to look after your individual portfolios. We also specialize in offshore investing to maximize  your return.

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Retirement

retirement-savings-600Retirement

This is a certain point in an individual’s life where a person stops working completely. At NMM we envisage this point in life for all our clients and help manage and guide our clients to reaching this point.

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Employee Benefits

Employee Benefits

This forms the basic components of an employee’s compensation structure. Group benefits can be designed for employees as a retention benefit for the company. This can include many different types of non-salary compensation given to employees in addition to their normal salaries.

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Income Tax

Income Tax

This is a government tax that is imposed on individuals or businesses. The amount payable depends on the income and profits. At NMM we assist clients to best structure their individual or business models effectively and efficiently save on tax.

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Income Protection Cover

Income Protection Cover

Income protection is available and groups providing cover for temporary disability,permanent disability and death.This covers 100% of your monthly income up to an age of 65.

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We are proud members of the Financial Intermediary Association (FIA) and the Senate Group of Independent Financial Advisors. We follow their code of ethics and conduct at all times

National Money Market (Natal) (Pty) Ltd is an authorised Financial Services Provider. (FSP Nr. 17577) | NMM Insurance Brokers (Pty) Ltd is an authorised Financial Services Provider (FSP Nr. 44129) | © Copyright - NMM 2016. All rights reserved.

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