Quattro Finance represents some of the top financial advisers in South Africa.
We have licences with all the major insurers, thereby enhancing our ability to tailor-make our products to best suit our clients’ individual needs...
We hold contracts with a number of prominent asset managers, including Investec, Allan Gray, Sanlam and Stanlib.
We believe that nothing is more rewarding than having satisfied clients, and we realise that our success depends on this!
Personal – Services
This benefit allows you to provide your family with a lump-sum payment on your death, which they can use to maintain their current standard of living.
Disability Protection Planning
This provides you with protection against both disability and impairment. The claim amount may be either the full benefit amount or a percentage of it, depending on the benefit you selected.
The critical illness benefits provide protection against the financial implications of suffering a serious illness such as a heart attack, stroke, cancer or Alzheimer’s.
In order to sustain your lifestyle and provide for your needs and wants in retirement, you have to plan ahead.
Children’s Education Planning
It is the process of understanding your children’s specific educational needs from a cost perspective, and then making provision to ensure that you have the funds to pay for the required education.
Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner’s intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement. Additional goals typically include providing for and designating guardians for minor children and planning for incapacity.
It is the process that ensures that your financial plan keeps up with inflation and that you are utilising your tax benefits to the full.
A range of offshore trust and investment services specifically designed for the South African investor.
To ensure that your estate and all financial affairs are dealt with according to your specifications.
We offer a comprehensive medical scheme, which covers the full spectrum of your healthcare needs.