LONG TERM INSURANCE

Mpumelelo Services will help you develop a plan that will work for your Long-term insurance, retirement plan, Investment planning, as well as financial security be it disablement, critical illness, death, or income continuation benefit. This is an important part of the financial planning process that’s proper advice and insurance coverage in place, as this will provide peace of mind for you, your loved ones, and your business. If you have a good plan in place with high liquidity, sudden financial changes cannot disturb you. You can have enough to use in times of emergency. Mpumelelo Services will help you develop a proper financial plan that looks at your circumstances, objectives, and risk tolerance. This involves setting measurable financial goals, that are understood, and whose results can be reviewed on an ongoing basis. Mpumelelo Services believes in empowering its clients, ensuring better understanding of financial products and solutions. So, establishing a relationship with our financial consultants is important in assisting you to achieve your goals.

SMME BUSINESS RISK AND INSURANCE

With products suited for the small to medium-sized business enterprise across all sectors, we have made it our business to understand yours. Loss of assets, profits, public liability, group personal accident, fraud, goods in transit and motor insurance all form part of our portfolio, allowing you to focus on your business while we manage your risk.

FINANCIAL WELLNESS PROGRAM 

Part of our extensive solution offering includes designing and developing financial wellness programmes for your team. We empower your employees with both information and skills that will move them to greater financial fluency. This means we focus on helping them understand everything from budgeting all the way through to interest; how to manage their personal accounts; retirement planning and other essential aspects of financial wellness. Most importantly, we include a one-on-one consultation with a financial advisor to get them started!

The workshops are typically 2.5 hours in length and cater for a maximum of 20 employees. They are an invaluable way of giving back to your team members and capacitating them to improve their financial wellness. All Mpumelelo Services’ facilitators are well-skilled in communicating, and have high levels of EQ. Our training encourages attendees to take ownership of their financial reality and future wellness. We pride ourselves in offering multi-lingual facilitator.

WILLS AND TRUST

Draft a free and valid Will online
Draft your free, professional online Will for you or you and your spouse.

✔︎ Stipulate how your assets, property, and money will be distributed when you pass away.

✔︎ Peace of mind that your estate will be taken care of.

✔︎ Your Will is legally binding in South Africa.

✔︎ Straightforward online process.

Draft your Will in 3 easy steps

Follow these steps and you'll be done in no time at all.

• We'll ask you to complete a series of questions related to your estate and final wishes. Once completed, you can download and print your Will.
• Get 2 witnesses to sign your Will to make it legally binding.
• Depending on the complexity of the contents of your Will, the process can take between 10 or 15 minutes to complete. 

At Mpumelelo Services will help you draft a professional Will as well as the safe custody of your WILL. You’ll be able to clearly state who will inherit your assets when you pass away, avoiding any conflict or confusion when you can no longer speak for yourself. The Will you will receive after going through our legal team WILL process will be legally binding in South Africa. We will also assist in creating Trust and appoint executors of the estate, all this at an either free online or once of fee of R500.00 using our consultant.