In addition to providing insurance solutions tailored to your unique requirements, we are also able to assist with your personal financial planning and give advice on the best investment opportunities available to you. Our offering includes:
Personal Financial Planning
- Estate and tax planning
- Retirement planning
- Wills and trusts
- New generation linked investment plans
- Unit trusts
- Offshore investments
- Co-shareholders and partnership
- Deferred compensation
- Keyman assurance
- Staff retention programmes
Changes to the Income Tax Act have created much opportunity for the innovative consultant to provide prudent, yet creative solutions to your personal financial planning needs.
At Sela, we are confident that the personal financial planning solutions and investment opportunities we provide will give you peace of mind to enjoy, not worry about, your finances.
We are also committed to continued education for each of our brokers, ensuring that they are in the best possible position to provide you with a professional and effective service.