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Wealth Protection
 
 
 

Wealth Protection

 
 

Admittedly, investing is the most desirable aspect of personal financial planning and it is the element that provides tangible results, but it is also the most at risk from unforeseen events and it is the wealth protection elements of insurance that would ultimately protect your hard earned capital from things that could instantly erase your investments.

It is because of the unpredictability of personal risk and the impact that it could have that makes the wealth protection a crucially important foundation on which your wealth creation strategy should be built.

No one really likes taking about insurances but a well-structured insurance portfolio can be the difference between life and death, financial strength or bankruptcy so it is only the fool who belittles the value of this aspect of the total service offering available here.

 
 

Personal risk cover

 

Death cover
Critical Disease cover
Disability/Impairment cover
Income replacement
Education insurance


 
 

Estate planning

 

Wills
Trusts


 
 

Medical options

 

Hospital plans
Medical aids
Gap cover
Loyalty programs


 
 

Short term insurance

 

Vehicle and household insurance


 
 

Business needs

 

Personal liability insurance
Buy & Sell policies
Key person cover
Contingent Liability


 
 
CONTACT US
113 Loop Street
3rd Floor
Cape Town City Bowl

Tel: +27 (0)83 280-3202
steveh@mbfs.co.za
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