Financial planning

Personal
financial planning


A structured approach is crucial in helping our clients reach their financial goals, which is why all Origin employees are trained to provide professional advice using the latest products and methodology.

This enables us to provide unique and flexible financial solutions to each of our clients.

Personal financial planning

A structured approach is crucial in helping our clients reach their financial goals, which is why all Origin employees are trained to provide professional advice using the latest products and methodology.

This enables us to provide unique and flexible financial solutions to each of our clients.


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Estate planning

Our expert advisers will maximise the benefits of your estate for you and your family.

efficient way while you are still alive, and that there is sufficient capital to meet the liquidity requirements of your estate and the needs of your family, in the event of an untimely passing.


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Life insurance

Our advisors carefully consider all your financial responsibilities and liabilities to calculate the amount needed for life insurance.


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Disability

By adding income protection benefits, our advice to clients makes provision for sufficient lump sum disability benefits to cover debts and to seek provision for sufficient monthly earnings.


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Income protection

In the event of an illness, temporary or permanent disability, we propose tailored income protection plans to provide for interim financial assistance, as well as financial assistance to replace monthly earnings.


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Severe illness
We help you consider the best-suited comprehensive cover against dreaded diseases, such as cancer, heart conditions and strokes, among other life-threatening diseases.
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Retirement planning
Your contributions to a pension fund, provident fund, or a retirement annuity may not be sufficient to provide for your future, which is why our advisers help clients consider structured and managed portfolios to reach their financial goals.
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Buy and sell agreements

Carefully drafted agreements between current stakeholders in business, backed up by sufficient life insurance, will ensure that your family may still enjoy the capital value of your business asset/s in the event of your untimely death or disability, while your partners continue to run and grow the business.


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Key man insurance

Carefully drafted agreements between current stakeholders in business, backed up by sufficient life insurance, will ensure that your family may still enjoy the capital value of your business asset/s in the event of your untimely death or disability, while your partners continue to run and grow the business.


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Loan accounts insurance

Insurance can be arranged for credit or debit loan accounts in a business in the event of death or disability of a stakeholder. In a similar sense, this kind of insurance agreement may also be used to provide security against signed sureties of business loans or overdraft facilities, thus ensuring and protecting your family and estate against a business claim.


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Business
financial planning


The complexity of business structures sometimes demands that special precautions are taken to protect and indemnify individuals in respect of their interests in companies.

Skilled advisors with comprehensive commercial knowledge and experience are specially trained to assist our clients in this regard.


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