Momentum Group -Estate Planning Consultant, eGqebehra.
#EkhayaIspan |💯
Momentum Group ikhangela i-Estate Planning Consultant, eGqebehra, eMpuma koloni
​INJONGO YOMSEBENZI
Ukunikezela ngezisombululo ezizezeleyo zocwangciso lwefa (estate planning) kubacebisi ngezezimali (IFAs), ngokudibanisa ulwakhiwo lwefa, ukonga irhafu, kunye neendlela zokudlulisela ubutyebi.
​IIMFUNO ZOMSEBENZI
​IZIFUNDO: Isidanga esifanelekileyo (ezoMthetho, uCwangciso lwezeMali, okanye ubalo-mali). Iziqinisekiso zobungcali ezifana ne-CFP® ziya kukhethwa kakhulu.
​AMAVA: Ubuncinane iminyaka emi-5 ukuya kwemi-8 kumava ocwangciso lwefa, iinkonzo ze-fiduciary, okanye ulawulo lobutyebi.
​ULWAZI: Uqhelene nolwakhiwo lwezithembiso (trusts), iinkqubo zokudlulisela ubutyebi, kunye nemithetho yerhafu.
​UXANDUVA
​UKUKHUTHAZA IIMVELISO: Ukukhuthaza i-Momentum Estate Provider phakathi kwabacebisi nabathengi.
​UKUCETYISWA KWEFA: Ukunika ingcebiso ngeewili (wills), ukusekwa kweetrusts, nokuvavanya imfuneko yolwelo-mali (liquidity).
​UKWAKHA AMAKHONO: Ukuqeqesha abacebisi ngezezimali ngezixhobo zocwangciso lwefa.
​UKUTHOTYELWA KOMTHETHO: Ukuqinisekisa ukuba zonke izisombululo ziyahambelana nemithetho nemigaqo efanelekileyo, ngokusebenzisana nomcebisi wezomthetho.
​IZIKHONO
​Izakhono zentsebenziswano nokuphembelela.
​Ubuchule bokuguqulela imiqondiso entsonkothileyo ibe zizisombululo ezilula.
​Ukuqonda okunzulu ngeemfuno zabathengi.
​ISAZISO ESIBALULEKILEYO: Njengomfaki-sicelo, nceda uqinisekise ubuzeqeleqe (legitimacy) besikhangiso somsebenzi kwiphepha lethu le-intanethi elisemthethweni leengcali (careers page).
Faka Isicelo Apha 👇
