Master Wealth Strategy
BUILDING A STRONG FINANCIAL LIFESTYLE



INTRODUCTION

By completing this series, you would have achieved the following:

1 -
Enhanced your platform with an emergency service.
2 -
Understood the legal deceased estate administration issues.
3 - Understood the upcoming income opportunity.
4 - Understood financial planning and your risks.
5 - Understood the basics of trusts and the two main solutions.

 

WILLS & ESTATES EMAIL TIMELINE TOTAL TIME REQUIRED
Introduction to Estate Planning 2 days until next email 15 - 25 Min
The Problem Your Death Creates in Estate Planning 2 days until next email 15 - 25 Min
Preparing Yourself Legally 2 days until next email 15 - 25 Min
How to get your free legal will 2 days until next email 30 Min
The Role of An Executor in Your Estate 2 days until next email 15 - 25 Min
Costs of Estate Administration in South Africa 2 days until next email 15 - 25 Min
Congratulations! 2 weeks until next email 15 - 25 Min

 

FINANCIAL MANAGEMENT EMAIL TIMELINE TOTAL TIME REQUIRED
Introduction to Financial Planning 2 days until next email 15 - 25 Min
Managing your bad debt 2 days until next email 30 Min - 1 Hr
Building your savings account 2 days until next email 15 - 25 Min
Addressing South Africa's Single Parent challenges 2 days until next email 15 - 25 Min
The changing landscape of financial advisors 2 days until next email 15 - 25 Min
Understand the current retirement dilemma 5 hours until next email 15 - 25 Min
Congratulations! 2 weeks until next email 15 - 25 Min

 

TRUST STRUCTURES EMAIL TIMELINE TOTAL TIME REQUIRED
Introduction to heritage planning 2 days until next email 15 - 25 Min
What is a trustee? 2 days until next email 15 - 25 Min
Trending with generational wealth 2 days until next email 15 - 25 Min
Building Generational Wealth & Insurance 2 days until next email 15 - 25 Min
Investigating your legacy options 2 days until next email 15 - 25 Min
Congratulations! 2 days until next email 15 - 25 Min

 

 
 






We hope you enjoy the process going forward.