SERVICES
At Houston Brown and Jackson (Pty) Ltd T/A Wealth Craft, our personalized financial planning services are designed to guide you through life’s financial complexities. Whether you’re starting out, growing your wealth, or planning for retirement, we tailor solutions to your unique needs. Let’s build your financial future together!
GET A QUOTEPERSONAL SERVICES
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PERSONAL SERVICES
We often believe that we shape our own lives, as we make plans and set goals for our future. But sometimes, life throws us unexpected challenges that disrupt our plans. It is especially in these situations, that you need to have plans ready, which will help you to fulfill your financial obligations when you are no longer able to follow your planned path.
Financial Analysis and Planning
Cover for Death, Disability & Critical Illness
Income Protection
Retirement Planning
Estate Planning
Wills and Trusts
Medical Aid
Gap Cover
and more…
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Financial Analysis and Planning
Cover for Death, Disability & Critical Illness
CORPORATE BENEFITS
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CORPORATE BENEFITS
Employees are your most valuable asset. Employment benefits such as life and disability cover, funeral benefits, private health care and retirement planning, can earn you loyalty, decrease absenteeism, increase productivity and secure staff retention. Appropriate employee benefits reduce the liability to your company and offer employees peace of mind for their family’s financial security.
Employee Benefits
Group Funeral Plans
Pension and Provident Funds
Group Life and Disability Funds
Group Medical Aids
Buy and Sell Agreements
Key Man Insurance
and more…
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ASSET PROTECTION
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ASSET PROTECTION
Minimize the financial burden in the event of you loosing any of your most valuable assets, like your house or vehicle due to loss, fire or damage. You work hard for these assets, so be sure that you are adequately and correctly insured.
Personal Short-Term
Commercial Short-Term
Specialised Short-Term Needs
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INVESTMENTS
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INVESTMENTS
We have been in a low-growth environment, due to our economy under-performing and growing at less than 1% per annum over the past 3 years. It has become critical to ensure we have the correct strategies in place to extract the best possible performance of investment funds while in this environment. With no prospect in the immediate future of a return to the yields we were accustomed to 3 to 7 years ago, your investments need to be managed even more closely than before.
Recurring Premium Investments
Lump-Sum Investments
Local Investments
Offshore Investments
and more…
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