Origin Financial

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. It is important that your assets are structured in the most 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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