Cash Management:

1.

  • • Call Accounts
  • • Fixed Deposits
  • • Foreign Exchange

2.

  • • Currency Trading via Associate
  • • Risk Planning: Death, Disability & Dread Disease
  • • Retirement Planning: Pre- and Post-retirement and Medical Pre-funding
  • • Tax Planning
  • • Investment Planning: Unit Trusts (Local and Offshore), Term Products, Money Market, Investments Wrappers, Guaranteed products, Equities & Futures
  • • Employee Benefits: Pension, Provident funds & Preservation Funds
  • • Estate Planning: Estate Duty, Liquidity analysis, Succession planning, Wills & Trusts
  • • Business Assurance: Employee Retention & Business Protection

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CONTACT DETAILS

  • +27 (031) 564 9100
  • admin(@)lpj.co.za