Financial Planning with Thulisile Masangu
Share
Wills and Estates Specialist, Financial Advisor and Wealth Planner.
My main role is to take care of Orphans and Widows in their darkest moments, I help individuals to reach their long and short term financial goals.
20/10/2025
September is a WILLS month but we don't have to stop there to make people aware just how important drafting a Will is.
You don't have to be ri to leave your loved ones a lasting legacy.
I am a WILLS AND ESTATES SPECIALIST.
I advise individuals on estate planning and administer deceased estates to ensure their assets are distributed according to their wishes.
My services include and limited to the following:
*DRAFTING WILLS AND TRUST DEEDS
*PROVIDING TAX IMPLICATIONS AND FUDUCIARY DUTIES
*MANAGING WINDING UP OF ESTATES
*ACCESS FINANCIAL CLIENT SITUATIONS
*DISCUSS CLIENT FINANCIAL GOALS
* DEVELOP PERSONALIZED FINANCIAL GOALS:
1. INVESTMENTS
2. RETIREMENT ANNUITIES
3. INSURANCES (SHORT AND LONG TERM)
4. DEBT MANAGEMENT
5. RISK COVERS (LIFE COVERS, FUNERAL COVERS, INCOME PROTECTION etc
I work with over 38 partners( Sanlam, Liberty, Discherm, Bidvest Life, Discovery, Hollard, Capital Legacy, Allan Gray, Stalin, to suite your needs
Please my services below and inbox me or send me a WhatsApp for a free consultation.
Book a consultation with me for a Will drafting session.
Dont leave chaos behind, leave a lasting legacy for your loved ones.
In case you are wondering what Thuli does for a leaving, she is an Independent Financial Advisor who is also a Wills and Estates Specialist at LPI. I look after you currently, prepare you for your retirement to be a comfortable one and look after Orphans, Widows or Widowers, even parents who lost their kids in the event of death. Talk to me and I will show you how.
01/03/2025
I'm a Wills and Estates Specialist, ask me how you can leave a lasting legacy for your kids.
You might think that you have nothing to leave behind for your kids but in actually fact, there is a lot you can prepare for them.
Just don't leave chaos behind.
05/12/2024
Build a legacy that lasts. It starts with your will.
15/11/2024
My Name is Thulisile Masangu,I'm an Independent Financial Advisor. This means that I give an unbiased advice. As an IFA Im not obligated to sell a particular product to earn an income.I can recommend a range of products from different companies to create a financial plan that's tailored to your needs.
I help with a variety of financial planning needs, including:
Saving for major purchases
Putting money aside for retirement
Investing money for the future
Tax consulting
Medical aid
Short term insurance
Life insurance
Estate planning
Im just as qualified as those employed by big firms.I provide high-quality services and bring a clearer perspective to your financial journey.
Book a one on one obligation fee consultation, and allow me to do a Full Financial Needs Analysis and see if I can help you avoid any financial losses.
I'm here to offer my services as an Independent Financial Advisor.
Ask me any question regarding Wills and Estates Planning.
Click here to claim your Sponsored Listing.
Website
Address
Kempton Park