Financial Planning
Professional Financial Planning
A meticulous and structured approach is paramount in guiding our clients towards their financial aspirations. At Origin, all our employees undergo rigorous training to deliver professional advice utilising the latest products and methodologies. This empowers us to offer tailored and adaptable financial solutions to each of our valued clients.
Our team of expert advisors is dedicated to maximising the benefits of your estate for you and your loved ones. We ensure that your estate is managed efficiently during your lifetime and that there is ample capital to meet the liquidity requirements of your estate and the needs of your family in the event of an unexpected passing.
Origin provides comprehensive life insurance solutions designed to safeguard your family's financial security. By incorporating income protection benefits, our recommendations include adequate lump sum disability benefits to cover debts and provide for ongoing financial stability.
In the unfortunate event of illness, temporary or permanent disability, our tailored income protection plans offer interim financial assistance. Additionally, we help replace lost monthly earnings to ensure your financial well-being during challenging times.
We guide you in selecting the most suitable comprehensive cover against critical illnesses such as cancer, heart conditions, and strokes. Our advisors work closely with you to secure a plan that offers financial protection and peace of mind against life-threatening diseases.
Contributions to pension funds, provident funds, or retirement annuities may not always suffice for your future needs. Our advisors specialise in structured and managed portfolios to help you achieve your retirement goals. We provide personalised strategies to optimise your financial growth and security.
Contact us today to discuss how we can reach your personal financial goals – now and for the future.
BUSINESS Financial Planning
Business structures often require specialised precautions to safeguard individuals and their interests. Our skilled advisors, equipped with extensive commercial knowledge and experience, assist clients in implementing protective measures.
Carefully crafted buy and sell agreements, complemented by adequate life insurance, ensure the preservation of your business's capital value. In the event of your untimely death or disability, these agreements allow your family to benefit from the business assets while your partners continue to manage and expand the business.
Origin offers tailored key man insurance solutions designed to protect the business against the loss of key personnel. These agreements, reinforced by sufficient life insurance, ensure continuity in business operations and financial stability in the face of unforeseen circumstances.
We arrange insurance for credit or debit loan accounts in businesses, providing protection in case of a stakeholder's death or disability. Similarly, these insurance agreements can secure signed sureties for business loans or overdraft facilities, safeguarding your family and estate against potential business claims.
