The 4 Wealth Quadrants
Wealth creation
+ Investments
+ Retirement savings
+ Discretionary savings
+ Shares/stock market
+ Property
Wealth Protection
+ Risk cover
+ Death/funeral cover
+ Disability cover
+ Dread disease cover
+ Medical aid and GAP cover
+ Short-term insurance cover
+ Tax advice
Wealth Legacy
+ Will and last testament
+ Trusts
+ Business assurance (business + owners/Partners)
+ Business continuity (business owners/Partners)
+ Company group benefits
Wealth Monitoring
+ Portfolio reviews
+ Investment reviews
+ Estate plan
+ Budgeting and review of goals
+ Debt management
