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.
Secure your family's future with comprehensive life cover in Gauteng.
Build long-term wealth through expert investment planning.
Plan confidently for the lifestyle you want in retirement.
Safeguard your business against unexpected events with key person cover.
“Ensuring the fine print and guarantees won't disappoint at claim stage”
A lump sum payout to protect you and your family against a range of life-changing events and uncertainties.
Blaketon Financial provides the correct product to suit your needs, calculating the exact cover required for your unique circumstances.
These products include:
“Performance protection and efficiency for your investments”
The purpose of a retirement fund is to accumulate sufficient 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 available:
Blaketon Financial ensures investment products that provide performance protection and efficiency. One of our advisors will assist in formulating a suitable Investment plan for you.
“Maximising staff productivity, loyalty and better profitability”
We provide professional financial advice to ensure your employees receive the best possible financial and tax benefits. By investing in your employees' future, you create a sense of care and responsibility, uplifting company morale.
We assist with the following corporate products:
Speak to your Blaketon Financial Advisor for details regarding our group schemes.
“A document recognized by law as an expression of your wishes”
Advantages of having a Will:
Having a valid Will protects the inheritance of children under 18, avoiding the Government Guardian Fund. It preserves funds in a trust for their inheritance and protects your family from debt liability if you are a business owner.
It allows you to save on estate duty with proper planning, ensures inheritance is precluded from subsequent marital contracts, and lets you appoint a capable, professional executor for your deceased estate.
PERSONALISED ADVICE
Book a complimentary financial review and get guidance on cover, investments, retirement planning, business protection, or estate planning in Gauteng.
QUESTIONS
We begin by understanding your current financial position, goals, and responsibilities before creating a personalised strategy tailored to your needs.
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 and if there are gaps in your coverage.
Your plan should be reviewed regularly and whenever major life circumstances change, such as marriage, birth of a child, or career change.