Juan Smith Insurance Broker

20/08/2022

What an incredible achievement through covid and everything that's going on in the world economy. Proud to be part of this company and being able to give my clients this type of performance on their lumpsum investment.

Growth portfolio 18%
Income portfolio 11-13%

15/07/2022

A last will and testament is a legal document that lets you decide what happens with your estate after you die. Here are 8 reasons why I think everyone should have a will.
1. Choose who will take care of your minor children.
2. Save time, money, and stress for your loved ones.
3. Determine who will manage your estate.
4. Decide who gets your assets and property... and who does not.
5. Lower the potential for family disputes.
6. Support your favourite causes and leave a legacy.
7. Provide funeral instructions.
It’s easy to make a will and gain peace of mind. Click below to professionally draft, update and safekeep your Will for free.

11/07/2022

It's absolutely astonishing to hear what people think they have cover for but its the complete opposite. This is the case with 80% of clients I meet and discuss life insurance with.You financial advisors is suppose to educate you on this extremely important part of your financial plan.

Make sure that the policy you have and what you think it will do for you actually will.

29/06/2022

Brightrock life insurance

It’s made for you at the start and changes as your life changes. Best of all, because it’s more efficient, you can save 30% on your premiums from day one.

With a money pay out value as well.

29/06/2022

Can you buy more cover without medical underwriting on your existing life policy you have? If not you are in trouble never knowing what can happen in the future.

Get in touch if you want to know how.

27/06/2022

Let me help you to start investing offshore.

27/06/2022

Interesting read about long term investing in SA. If you want to invest 100% off-shore get in contact with me today.

South African investors should look at maximising their offshore exposure at all times, in a diversified portfolio of equities, says Magda Wierzycka.

07/02/2019

👌🏻👌🏻👌🏻

If you chose a beneficiary that is not your dependent then the chances are that the retirement fund trustees won’t honour your wishes.