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Financial Services


PERSONAL FINANCIAL PLANNING SERVICES

Being Independent is very important to us and we believe is invaluable to clients. Pioneer is able to offer clients a large selection of advice and expertise.

Pioneer’s financial planners can assist people in the following areas of their personal financial plans.
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Financial Planning Services
• Investment Planning
- Asset Allocation
- Risk Profiling
- Cash Flow plans
• Estate Planning
• Life & Disability Cover – assessments
• Retirement Planning
• Tax Planning
• Wills
• Trusts – Local & Off-Shore
• Executorships
• Medical Aid cover
• Business Assurance
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Pioneer’s financial planners are accredited to advise and distribute as intermediaries the following products and solutions:
 
Risk Products
• Life Cover
• Income Disability Cover
• Dread Disease Cover
• Capital Disability & Impairment Cover
• Funeral Cover & various other ancillary benefits
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Investment and Savings Products
• Preservation Funds
• Retirement Annuities
• Living Annuities
• Fixed Annuities
• Single Premium Investments – Local & Offshore
• Endowments – Local & Offshore
• Various Income & Annuity Plans
• Unit Trusts

Pioneer has in place a number of quality referral arrangements which often form part on an overall client financial plan and solution.
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Referral Arrangements
• Stock Brokering
• Employee Benefits – Provident
• Short Term Insurance
• Asset Finance
 
 

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We are a registered Financial Services Provider: FSP 7007 - 1999/017409/07 Site Map | Contact Us | Disclaimer | Tel: (+27 11) 880 4710