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051 444 0880 | 0861OPULENTIA info@opulentia.co.za
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Opulentia Financial Services
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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.

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Individual rating

We provide you with competitively low premiums based on your individual profile.

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Industry-leading service

We strive to deliver excellent service in all our interactions with you, our employees and our intermediaries.

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Effective use of technology

We manage our business in a more cost effective manner.

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Expert advice

Our intermediary-driven model means that we provide additional value by offering you expert advice.

 

 

ABOUT

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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CONTACT

+27 (0) 51 444 0880

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Opulentia Financial Services

© Opulentia 2019 | Privacy Policy | TSD Group

Silverlake Trading 305 (PTY) LTD t/a Opulentia is an authorized financial service provider Fsp no. 34437

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