Gundo Wealth solutions - Randburg, South Africa

Bond cover to ensure that your home loan will be settled in case of death, disability, as well as critical illness.

Life and disability cover to replace income in the event of death and disability.

Investment Planning

Gundo Wealth Solutions has partnered with the leading investment companies which offer a number of investment and savings solutions in which you can invest and your Gundo Wealth Solutions financial planner will structure it to meet a myriad of investment needs.

We start by identifying your goal

Investors typically invest for growth or for income.

A growth investment means you’re committing to invest a lump sum or on a monthly basis for a select period of time.

Income Type Investment

Means you need an investment vehicle that will ensure capital growth and pay out an income on a regular basis.

Estate planning involves managing your assets while you are alive, and distributing these assets when you pass away. It considers all of your financial affairs and sets structures in place to manage these most efficiently. Estate planning takes into account:

Assets restructuring: separating your business and personal interests
Buy and sell agreements: protecting partners if one partner passes away or is disabled Succession planning: making sure that your business can continue to operate if you are no longer there to run it

Tax: considering donations tax, estate duty and capital gains tax implications
Offshore structures: evaluating if offshore structures will be to your benefit
Will and testament

By making sure that your last will and testament is in place, valid and up to date you can:

protect your family's financial future and inheritance
protect your family against debt liabilities from your business
save on estate duty

A last will and testament is a legal document that details how your estate should be divided when you pass away. It sets out: