We are a fee based practice offering commission free or structured commission based products. Whereas your normal Financial Advisor either earns an income by:
– Increasing a client’s monthly spend into policies or
– Base their advice by ascertaining the client’s premium tolerance level .
WE DON’T… Our aim is to reduce your unnecessary monthly spend.
At Ohmni Power your assurance portfolio is merely a piece of the jigsaw puzzle, picturing your Financial Wellbeing.
We are more interested to know... How much is your debt costing you? Are you receiving the best rate on your bond?
Are your assets protected?
Do you
have a contingency plan for your business?
Has your Will taken into account the R3,5 million exemption on Estate Duty?
Tax Efficiency of your portfolio
Estate Planning
Offshore investments
Investment advice
Risk cover
Property Investments both local and offshore
Bond cover
Medical aid cover
We also specialize in protecting your existing assets utilizing a Trust Structure.
Naturally, once we have all the parts of the jigsaw puzzle, we assist you in building the Financial Wellbeing puzzle piece by piece. We continually monitor and assess your progress in order to develop a successful long term relationship.
This is the hallmark of our success.
We look forward to being of service to you in the near future.