Independent Brokerage that offers solutions for Life Assurance, Employee Benefits, Retirement & Estate Planning, Local & Offshore Investments & Medical Aid
KEVLAR MAKES GOOD “CENTS” ON FINANCIAL PLANNING
Kevlar Financial Services is an Independent Brokerage established in 1999. We are fortunate to be able to offer the services of three in-house CERTIFIED FINANCIAL PLANNER® professionals, who amongst them have over 35 years Investment & Assurance experience. We adhere to the Financial Planning Institute's six-step Financial Planning Process to fully understand our clients and their needs, to ensure that the best possible plan is put together to take care of all their financial and insurance needs. This is then backed up by quality ongoing service and regular interaction with clients, ensuring your business and personal affairs are in good hands.
We prefer to suggest products which do not carry expensive fees and penalties, and we spend a large portion of our time analyzing investment portfolios so that we can accurately match the various funds to our clients' risk profiles & investment time horizons.
We deal with all the major insurance companies, and offer solutions for the following:
• Employee Benefits, Customized Pension and Provident Funds, as well as Medical Aid and Group Life Cover solutions, from one-man companies to large corporations.
• Offshore and Local Investments. Kevlar offers a full range of Local and Offshore Investments incorporating the five asset classes, namely Equities, Cash, Bonds, Property and Hedge Funds which are then monitored and managed according to your unique circumstances and risk profile.
• Retirement Planning, including the use of products designed to offer tax free income at retirement, as well as no penalties on surrenders or termination.
• Life and Business Assurance. This key element incorporating Key Man Assurance as well as Buy & Sell Assurance for Partners and Directors of companies ensures continuity of a business or family in the event of the unexpected.
• Health Care. Medical Aid products offered from all the major Medical Aid companies, including Discovery, Fedhealth, Momentum, Liberty & Bonitas. We now also offer a Medical GapCover product, which helps to cover the “Gap” that is often experienced during a hospital event. Kevlar employs a dedicated and accredited Health Care Consultant to manage your Medical Aid needs.
• Estate Planning, Wills & Deceased Estates. Kevlar will customize your affairs both practically and tax-efficiently to ensure your last wishes are carried out correctly.
