FREE FINANCIAL REVIEW
Take the first step towards a clearer financial future. Book a complimentary consultation and discuss your goals with a professional financial adviser.
ABOUT BLAKETON FINANCIAL
Blaketon Financial Services is a licensed and authorized financial services provider, located in Johannesburg, South Africa. To find a qualified and experienced financial advisor to assist you in compiling a financial plan for your unique circumstances, can be a challenge.
Financial planning is important, but without quality solutions to ensure your envisioned future become a reality, it can become a nightmare.
At Blaketon Financial we find you solutions from big brand product providers, and ensure the fine print and guarantees won’t have you disappointed at claim stage. Understanding the conditions of your investment is crucial for sustainable certainty.
With over 10 years experience in the financial services industry, we can ensure that our client’s needs are met with the most appropriate product. With our expert advice and service – that are non-negotiable pillars at Blaketon Financial Services – you can be confident that your dreams will become reality.
TAKE THE NEXT STEP
Start with a complimentary review and let Blaketon Financial help you understand where you stand and what to do next.
YOUR FINANCIAL FUTURE
Life changes. Your financial plan should change with it. Blaketon Financial helps you create a strategy that protects what matters most and prepares you for tomorrow.
Create financial security for the people who matter most.
Build a strategy designed around your long-term goals.
Plan with confidence for the lifestyle you want.
Safeguard your business against unexpected events.
“At Blaketon Financial we find you solutions from big brand product providers, and ensure the fine print and guarantees won’t have you disappointed at claim stage”
A lump sum payout to protect you and your family against a range of life changing events and uncertainties.
Because of these questions Blaketon Financial will provide you with the correct product to suit your needs and calculate the correct cover you require according to your unique circumstances.
These products include:
“Blaketon Financial will ensure investment products that will provide performance protection and efficiency”
The purpose of a retirement fund is to accumulate sufficient retirement savings to provide a reliable income once you retire. Investment can take place in different asset classes namely:
Shares, Bonds, Property and Cash (Locally and Offshore)
Different types of investments are available:
Blaketon Financial will ensure investment products that will provide performance protection and efficiency. One of our financial advisors will assist in providing and formulating a suitable Investment plan.
“Maximising staff productivity, loyalty and better profitability”
Blaketon Financial will provide professional financial advise to ensure that your employees receive the best possible financial and tax benefits. By investing in your employees' future you are creating a sense of care and responsibility thus uplifting company morale. In return maximising staff productivity, loyalty and better profitability.
Blaketon Financial can assist in providing the following corporate products:
For more in-debth details regarding our group schemes speak to your Blaketon Financial Advisor.
“A Will is a document that is recognised by the law as an expression of your wishes”
Advantages of having a Will:
Having a valid Will protects the inheritance of children under the age of 18 and avoids using the governmental Guardian fund with the funds being preserved in a trust for their own inheritance. A Will is a document that is recognised by the law as an expression of your wishes and protects your family. Also if you are a business owner from debt liability.
It allows you to save on estate duty with the proper planning in place and ensures that an inheritance is precluded from subsequent marital contracts. You have the opportunity to appoint a capable, professional and accountable person to execute your deceased estate and to manage the testamentary trusts and assets thereafter.
PERSONALISED ADVICE
Book a complimentary financial review and get guidance on cover, investments, retirement planning, business protection or estate planning.
QUESTIONS
We begin by understanding your current financial position, goals and responsibilities before creating a personalised strategy.
No. Financial planning is valuable at every stage of life. Good planning starts with understanding where you are today.
Yes. A review can help identify whether your current arrangements still match your goals.
Your plan should be reviewed regularly and whenever major life circumstances change.
