CashCare assists in the creation of a personalised household budget. We ensure that you can manage your expenditure effectively and efficiently, and as a result, you are able to save for the things that really matter. The Financial Advisors provide you with:
CashCare helps you make sense of your payslip and your taxable income. Our knowledgeable and empathetic Advisors will explain more about:
With patience and professionalism, CashCare ensures that you understand income and investment taxation. Furthermore, we ensure that should you want to complete a full financial needs analysis, or obtain a detailed financial plan, you are referred to the most reputable Certified Financial Planner available.
CashCare advisors can provide you with all the standard information you need to know about Trusts, including:
CashCare assists with easy referrals to expert advisors who can assist you in taking the necessary steps to set up a Trust.
Most people realise the importance of drawing up a detailed Will, but aren’t sure exactly how the procedure works, nor how to go about it.
Our consultants will support you through this procedure, and we help you ensure that your loved ones are taken care of in the event you are no longer able to do so. Our Will Advice benefit covers information about:
Our Advisors ensure that you are prepared in the unfortunate event of a divorce. We will provide you with general information around various financial issues relating to divorce, such as:
Should you need further assistance with a divorce, you will be referred to a specialist service provider, namely: Divorce attorney, Mediator, or a Certified Advisor for further assistance.
Expert Advisors provide you with the tools that you need to pave the way towards a debt-free future and secure a financially independent life. We assist with a wide range of debt-related issues, including:
There are so many more financial issues and circumstances that you may find yourself in and that you may require advice on. While we have listed a few of these below, don’t hesitate to call in and find out more: