WESTHEA TRUST
Insurance in Carletonville

Initially, the company only offered short-term insurance solutions, but it was gradually expanded to the point where we Crop Insurance, Estates, Trusts, Life and Investment Advisory services became an iteragral part of UltraFin Financial Services. Some of the services at UltraFin one can expect are Investment planning, short and long term insurance, life insurance, trust planning, agriculture planning and much more. Although short term insurance gives you peace of mind, there is no investment involved at the end of a the period. This is the essential difference between short-and long-term insurance. It is thus for this reason that short-term insurance’s main purpose is to protect your property from theft, fire or any other way that you can occur a loss or damage. UltraFin have contracts with all the major insurers and packaged for your needs and budgets. It is therefore important that these funds are effectively invested to work for you and ensure a good return on investment. We use experts and proven to grow your investment money management and to ensure that your hard-earned money at risk are placed. The high cost of living makes it difficult nowadays to save enough so that there is sufficient funds for your relatives to be carefree when something happens to you. We value your life and disability coverage as with the standard of living to which you and your family are accustomed too, after your death or should you become disabled, can be maintained. No one wants a fight over earthly possessions when he or she is no longer there. Our legal team consists of an advocate and an attorney who can assist you and if you wish as Executor and Trustee of your Will and Trust act. The financial advisor is an individual who helps individuals understand their investments and other forms of financial planning. This professional will spend the time going over the entire scope of the financial investments. This includes taxes, transaction fees and other factors that impact the investment. While sometimes confused with being a broker, what makes the financial advisor different is that they will also provide assistance with saving money, creating budgets for clients and helping to get an individual out from under debt. Even with this, the main source of income does come from retirement planning and the options a person has. At the same time, investments in different forms are done in a manner so that a budget can be maintained and the amount of risk an individual faces with their finances is kept to a minimum. Because of how important this position is, it is going to be critical to take the time to select the financial advisor that best suits your needs. It is important that you not only feel like you can trust this person, but it should be someone you plan dedicating years of investments with. It will also be important to understand which professionals charge set fees and which ones have percentages they charge. Knowing this is going to help you to ensure that you eventually invest with the right person. After all, the goal of the financial advisor is to help you achieve your financial goals without having you break your comfort level. Just understand that all financial investments do come with a risk. It is critical that you consider the risks of all your investments before you move forward and place any money into a financial plan you aren’t comfortable with. We will gladly assist you with financial advisors in Bloemfontein, in Potchefstroom or in Carltenville.