4DEB provides our private clients with tailor made financial solutions that suits individual needs. We are proud of our over 15 years track record of providing sound advice with a holistic approach. With our team of highly skilled professionals, we provide investment, Retirement, Long-Term insurance, trusts & Estate planning services. We have a modern and proven approach to investing client’s assets, protecting and managing their wealth. We believe in building long-term trusted advisor relationships with our clients giving them peace of mind, by providing cost efficient and performance efficient solutions enabling clients to achieve their financial goals.
We are of the opinion that every person should seek financial advice and review their portfolio on a regular basis in order to ensure that their financial objectives and needs are being met. We are an Independent Financial Advisory and licensed with the FSCA as an Authorised Financial Service Provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 2002 (Act no 37 of 2002).
Our dedicated team of professionals provide the following financial services which consists of the following:
- Comprehensive evaluation of our clients’ existing insurance and investment portfolio.
- Comprehensive retirement planning (pre and post retirement).
- Comprehensive Investment Planning.
- Comprehensive estate planning & estate liquidity analyses.
- Drafting of wills.
- Creation of inter vivos trusts.
- Facilitation of Financial Immigration
- Active portfolio management.
- Implementation and management of Life and Disability cover.
- Implementation and management of Income Protection and severe illness benefits.
- Implementation and management of Business Life Insurance.