CORPORATE FINANCIAL PLANNING

Integral Wealth Management offers the following services to corporate clients:

  1. An Umbrella Pension Scheme to meet the retirement and life assurance needs of the company’s staff.
  2. Group medical aid with no underwriting requirements subject to certain criteria.
  3. Business assurance plans such as Buy and Sell Agreements and life cover, as well as Key Man insurance.
  4. Personal financial planning for individual staff on a confidential basis, including retirement advice.
  5. Retirement annuities for individuals if there is no group pension scheme.

In addition, corporates may have investment requirements for free cashflows that may be required by the business at a later stage and we are able to advise on this.

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