Equate Wealth specialises in helping individuals and businesses navigate the complexities of financial planning and wealth management. Our mission is to support you in growing, protecting, and managing your wealth for long-term financial security and success.
We offer tailored wealth management services to meet your specific financial goals, whether you’re planning for the future, maximising benefits, or exploring global investment opportunities.
EMPOWERING YOUR FUTURE.
SERVICES
Life Insurance
We offer peace of mind through a range of life insurance solutions. We help you to ensure that your beneficiaries are provided for and tailor solutions to suit your budget.
Disability Income
We tailor cover to your risk profile and your specific needs. In the event of not being able to work we will help you to ensure that your lifestyle isn’t severely impacted.
Business Assurance
We help business owners to structure their risk associated with business continuity and succession planning, ensuring stability and financial protection.
Pension & Provident Funds
We help businesses to protect their employees by setting up pension and provident funds. The purpose of both pension and provident funds is to provide employees or their dependents with an income upon retirement.
Retirement Annuities
We offer choice and flexibility in planning your retirement. We enable you to invest in a wide range of collective investment funds or a portfolio of shares through our stockbroking option. We also assist you to optimise your investments for tax purposes.
Short-term Insurance
We offer a full spectrum of personal short-term insurance options and negotiate on your behalf to ensure that you get the best possible rates from major insurance providers.
Medical Aid
We help you to find the best medical aid for your requirements. We understand that your medical aid requirements may vary depending on your life stage and family structure – we make sure that you always have the right cover.