Products & Services

Financial Planning & Management for Life

Our financial advisors and wealth managers (Craig, Chris and Buyi) will aim to create a financial plan for you that meets your current resources effectively, while staying steadfast to serving your long-term  goals. 

We offer the full range of long-term insurance and investment planning to help you ensure your financial security. 

At Signal Wealth, we help you navigate a clear way forward for you to enjoy future prosperity and financial security.

 

LONG-TERM INSURANCE:

Disability, life, dread disease, income protection

Long-term insurance simply put, is about big, life-changing events: retirement, disability and death. You pay a monthly premium to an insurer, and then the insurer pays out a lump sum if or when the event you insured against happens.

Long-term insurance is regulated by the Long-term Insurance Act of 1998, and the Ombudsman for Long-term Insurance adjudicates all complaints or disputes with regard to life and disability cover, and funeral policies.

Your Signal Wealth advisor will help you determine the level of risk required and will design a plan to give you the right amount of cover that will match your resources and needs.

Contact us today to find out more about how you can manage your risk.

RETIREMENT:

Annuities; Pension Funds

For a wide range of reasons, South Africans as a whole do not plan sufficiently for their retirement; many simply don’t feel they have the extra cash to save for the future, many are held back by not knowing what to do or who to talk to, many think they will never be able to stop working. (ref: Brand Atlas Survey)

But with the right planning and policies, you can build the financial security to have choices when you want to retire, with the wealth to enjoy your later years. 

At Signal Wealth, we’ll help you over the course of your working life to make financial choices that aim to make your retirement as stress-free as possible. You want to know that you can afford good medical support, that you can visit your grandchildren overseas once a year, live in a community that suits your lifestyle, and always have the freedom to choose how to spend your time.

Whether you’re looking for a retail or private retirement policy, or need a management plan for the investment of discretionary cash, we’ll help you manage your way towards a secure and prosperous future.

Contact us today to find out more.

WEALTH PLANNING:

Investments, Estates, Shares, Funds, Bonds, Legacy Planning

To turn dreams into reality, you need to put a plan into action. At Signal Wealth, we aim to create long-term wealth for yourself and generations to come through prudent investing, matched to calculated risks. 

There is a wide range of products that will help you grow your wealth in various ways; whether you choose to take more risks or prefer a more cautious approach, we aim to consistently maximise your opportunities, while keeping you as financially secure as possible.

It takes time, expertise and experience to build financial security and sustainable prosperity – at Signal Wealth, we are committed to helping you find the best ways to do so.