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
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Investment Planning
| - |
Asset Allocation |
| - |
Risk Profiling |
| - |
Cash Flow plans |
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| • |
Estate Planning |
| • |
Life & Disability
Cover – assessments |
| • |
Retirement Planning
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| • |
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: |
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Risk
Products
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| • |
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
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| • |
Preservation
Funds |
| • |
Retirement Annuities
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| • |
Living Annuities |
| • |
Fixed Annuities
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| • |
Single Premium
Investments – Local &
Offshore |
| • |
Endowments –
Local & Offshore |
| • |
Various Income & Annuity
Plans |
| • |
Unit Trusts |
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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
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| • |
Stock Brokering |
| • |
Employee Benefits –
Provident |
| • |
Short Term Insurance |
| • |
Asset Finance |
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