Services
FINANCIAL SERVICES
Flexible Financial Planning
We believe that financial planning is part of your journey, hence we offer financial planning that is suitable for the specific life stage you are in. We focus on what is important to you at that point in time, and walk the financial journey with you.
Risk Management and Insurance Planning
- Funeral Cover
- Life Cover
- Disability Cover
- Severe illness Cover
- Income Protector
- Medical Aid
Retirement Planning
- Retirement Annuity
- Preservation
- Life Annuity
- Living Annuity
- Employee Benefit
Investment Planning
- Unit Trust
- Endowment
- Tax Free Investment
- Education Plans
Estate Planning and Wealth Transfer
- Wills
- Trusts
- Legacy Protection
My Financial Journey
PROTECT ME
- If I become disabled
- If I have severe illness
- If I lose my income
- From medical expenses
HELP ME REACH MY GOALS
- Build an emergency fund
- Get out of debt
- Save and invest
- Educate my children
HELP ME
- Save for retirement
- Preserve my funds when I change jobs
- Plan at retirement
- Save for my employees retirement
PROTECT MY LEGACY
- Draft a Will
- Create a Trust
- Protect my wealth
- Protect my children
In partnership with:
FINANCIAL SERVICES
Financial Literacy Education
We believe in empowerment through education, and that people are capable of making informed financial decisions that will benefit them and future generations. We offer financial literacy, financial fitness and financial wellness workshops to a wide range of audience. These workshops add value to many; ranging from students to those planning for retirement and everyone in between. This is the journey of personal financial management.
- Spending and Budgeting
- Using credit wisely
- Saving and Investing
- Understanding Banking
Financial Literacy Education is offered to corporates, schools, church groups, forums, communities, stokvels, group of friends, families, students, investors etc.
FINANCIAL SERVICES
Coaching and Mentorship
We help you develop and implement an action plan for your financial, professional and/or entrepreneurial growth. We provide with advice and guidance through the journey, and help you monitor progress in line with your stated goals. We help you identify and solve problems you may encounter in this journey, and transfer our knowledge and experience. We also provide with networking opportunities and connect you with relevant stakeholders. Our coaching and mentorship is fun and flexible.
FINANCIAL SERVICES
Regulatory Examinations Support
Regulatory examinations are a requirement for those interested in working in the financial services industry as financial advisors and wealth managers. As ImPowerX, we offer support and training in preparation for your regulatory examinations. Our package includes:
- Study pack (Preparation Guide, Study Guide and Mock Exams)
- RE1 & RE5 Preparation Workshops
- Ongoing Study Support
- Guidance on booking for the exams.
