Personal
Our first-to-market strategic financial services offering, tailored for individuals, lets you choose which services and/or financial products you want, how you want to receive it, and how you pay for it.
No more hidden costs or commissions, no more unwarranted and disproportionate fees, and no more unmanaged expectations. Right at the onset, you will know exactly what you get, how you will get it, how often, and how much it will cost, and we will know exactly how to meet and exceed your expectations.
As a valued client of Celagenix® Financial Services, you will not only benefit from being part of one of the most forward-looking, independent financial consulting firms in Africa, but also be rewarded for your loyalty, a first in the financial advisory space.
Your finances should be managed on your terms, period.
How we
help clients
- Single financial planning needs
- Life insurance and funeral cover
- Disability cover and income protection
- Severe illness cover
- Business assurance and succession planning
- Tax optimisation strategies and offshore trusts
- Financial planning and analysis
- Estate planning and analysis
- Wills and estate administration
- Pre-retirement planning and wealth management
- Post-retirement planning and income management
- Investment planning and offshore solutions
- Wealth management
- Retrenchment assistance
- Health benefits, medical aid, and gap cover
- Short-term insurance and value-added products