Our Services

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Infinitum Financial Solutions

Personal

  • Life Cover (Personal)– Ensures that your loved ones aren’t left destitute
  • Income protection– when you are unable to work
  • Retrenchment Cover– Pays your salary for a period of time when retrenched
  • Funeral Cover– A dignified send off.

Business Risk Mitigation

  • Contingent Liability – loan protection or suretyship cover
  • Keyman Insurance – compensation in the event of an employee’s death /disability.
  • Buy and sell agreements – to protect the business and ensure sustainability of such business in the event of the partner’s death or permanent disability

Estate Planning/will

  • Drafting of Will- Estate Planning is vital part of financial planning and having a professionally drafted Will, will give you peace of mind that your estate will be distributed as you intended.

Trusts

  • We assist with registering various Trusts e.g., Inter Vivos Trust etc.

Investments

  • On and Offshore Investments– To achieve growth on capital. The key is goal based financial Planning.
  • Preferred Compensation ( Business Clients) – Offered to skilled employees to retain their skills and expertise

 

Retirement Planning

  • Pre- Retirement Planning- Pension & Provident Funds, Retirement Annuities, Pension & Provident Fund Preservers
  • Post retirement Planning- Living & Life Annuities- Income after retirement.

Short term insurance

  • Commercial Cover: Give you peace of mind by insuring the following: office contents, business interruption, business all-risk cover, goods-in-transit, electronic equipment, accounts receivable, employee’s liability, vehicle and business liability cover
  • Personal cover: Insures your household contents, building cover all-risk, vehicles and personal liability cover

 

Employee benifits

  • Pension & Provident Funds/ Group Benefits- These funds enable you and your company to contribute to your retirement fund. The funds can be constructed to suite your company’s needs

We Value You!

Our listed services is how we will walk the extra mile for you. The infinitum Team together with the household brand, Old Mutual, will take care of you, your family and your business.

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Ask Us Anything

Life cover protects your family/ loved ones financially when you pass away. This legacy you leave behind will afford them the opportunity to settle the bond, educate your children etc.

It is probably the most important document that you will ever put your signature on. A Will gives you a voice when you have passed on. It speaks to how and to whom you would like to leave your assets to.

Wills are professionally drafted free of charge.

Yes, you may get Life Cover without a vaccination.

 

Yes, we do offer Tax Free Investments.

A minimum premium of R350 per month can get you a Unit Trust

Yes, we do.

Yes, we offer Short Term insurance and Life Cover.

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Infinitum Financial Solutions

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