ESTATE & TRUST SERVICES
Why Choose Opulentia?
Your last will is one of the most important documents you will ever sign during your lifetime. Your will is an essential part of estate planning as it stipulates how you want your assets dealt with upon your death.
Your estate refers to everything you own and owe, from property and cars to investments and debts. Proper estate planning will ensure that your estate is set up in a tax-efficient way that benefits you during your lifetime and your beneficiaries after you die.
BENEFICIARY FUNDS / EMPLOYEE BENEFIT TRUSTS
On the death of a member of a Pension or Provident Fund, the Trustees of the Paying Fund will meet to determine the legal and factual beneficiaries of the death benefit pay-out. Should any of these beneficiaries be minors i.e. under the age of 18 years of age or physically/mentally challenged majors, their portion would be paid into a registered Beneficiary Fund.
We provide you with competitively low premiums based on your individual profile.
We strive to deliver excellent service in all our interactions with you, our employees and our intermediaries.
Effective use of technology
We manage our business in a more cost effective manner.
Our intermediary-driven model means that we provide additional value by offering you expert advice.
At Opulentia you can always be assured of top class solutions for Life-Insurance, Investments, Group Schemes, Medical Aid, Short-Term Insurance, Wealth Management, Employee Benefits, Trust and Estate Planning Services and Risk Management. Opulentia Financial Services has financial solutions for you and your company...
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