Our Solutions

WE ARE LICENSED TO OFFER SOLUTIONS FROM THE FOLLOWING FINANCIAL SERVICES PROVIDERS:

Investment Management

To achieve this continually, it is important to be rooted in a transparent and repeatable investment philosophy and process.

Start investing today

OUR PROCESS IS THE FOLLOWING:

Fiduciary Services

Our highly qualified team offers the following fiduciary services:

  • Drafting Of Wills

    Having a proper will in place is extremely important as not having one, will cause unnecessary stress to loved ones in the event of your death. At Bovest we assist our clients by drawing up a will to ensure that your estate is dealt with as per your expressed wishes. We can also be appointed as the executor of your estate.

  • Executor and Estate Administration

    We take care of the entire estate administration process from beginning to end, removing this pressure and burden from your family. We will make sure the wishes of the deceased be carried out correctly.

  • Trusts and Trusteeship

    A trust can be a valuable tool in both tax and estate planning. We will make sure that all the duties and responsibilities of trustees are taken care off and that trust assets are protected.

  • Estate Planning

    It is important that you structure your assets and finances in such a way that there is sufficient liquidity in the estate to pay the necessary expenses and to take care of loved ones.

Corporate Solutions

Our highly qualified team offers the following corporate solutions:

  • Employee Benefits

    Employee Benefits provides the platform to ensure that your employees and their loved ones will be looked after in the event of death, disability, or any other unforeseen circumstance.

  • Business Assurance

    As a business owner, it is prudent to consider the benefits which business assurance offers in terms of risk management, succession planning, and the overall stability of the business.

  • Business Risk Planning

    As your business (or your shareholding in a business) forms part of your personal estate, it needs to be incorporated into your financial plan. Consideration needs to be given to matters such as the continuity of the business in the event of death or any other unforeseen events which may expose the business to risk.
Talk to us today
Share by: