We are excited to inform you that we have merged with the DLR Financial Group — a successful professional financial services provider in their own right. This newly combined business will, therefore, be one of the leading independent financial services providers in South Africa.

The merger of our groups has enhanced our value proposition, enabling us to design the solution for our clients, by offering an expanded suite of services.

At the Origin Group, we are committed to you. We listen before giving advice and provide a holistic, customised solution that will fit each individual client.

A holistic view of our client’s financial position is required. The merger of our groups has enhanced our value proposition, enabling us to design a unique solution for our clients by offering an expanded suite of services.

Origin Group is now in a unique position to provide hindsight (compliance services), insight (performance-oriented services), and foresight (strategic services). This sets the stage for innovation and game-changing performance for our clients.

Our aim is to build Origin Group into a well-respected and diversified organisation that is recognised for creating value. Origin is committed to providing a valuable service while addressing the challenges of creating, managing, and maintaining wealth. Wealth is always linked to accounting records, the administration of ownership structures, family constitutions, and maximising our asset values.

Our approach is to constantly assist our clients by improving our level of service to ultimately achieve our goal: living excellence, respected for creating value.

We have acquired years of expertise to ensure that the family and all their business structures can benefit from what we offer.

This article is a general information sheet and should not be used or relied on as legal or other professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your adviser for specific and detailed advice. Errors and omissions excepted (E&OE).

MY BUSINESS IS:

• MY EXPERTISE, MY PASSION AND TIME
• WHAT I LIVE FOR
• MY RETIREMENT PLAN
• MY FAMILY
• MY LIFE!

But what if my business suffers a loss? What if my business burns down? What if my business is a victim to a robbery? What if my motor vehicle is destroyed in an accident? What if I fall ill? What if I am physically impaired or permanently disabled? What if my partner passes on? What if my key staff member suffers a disability? Should I help my staff provide for retirement? What if my staff members cannot work because of constant illness and do not belong to a medical aid? How do I set up my payroll and who will provide me with accounting, VAT and auditing services?

The ORIGIN FINANCIAL team do not want you or your business to suffer because of these unforeseen incidents. We can provide you with comprehensive, holistic and accurate planning and advice to ensure that your business can recover from almost any incident and accident.

Our financial advisors and planners are ready to partner with you to develop the best risk management strategy suited to your specific needs.

We also include the following advice, products and services in the business or commercial environment:

1. Comprehensive commercial short-term insurance for a wide variety of business types, including:

• Agricultural Insurance;
• Engineering Insurance;
• Body corporates and Homeowners’ Associations;
• Cell Captive or Structured Insurance;
• Liability Insurance;

2. Buy & Sell structures and business continuation plans;

3. Keyman and Contingent liability plans; and

4. Employee benefits, including pension and provident umbrella funds, group retirement annuities, group life & disability benefits and group medical aid and GAP cover.

Let our business help you retain your business!

This article is a general information sheet and should not be used or relied on as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your financial adviser for specific and detailed advice. Errors and omissions excepted. (E&OE)