What are the opening hours?

Monday 09:00 - 17:00 Tuesday 09:00 - 17:00 Wednesday 09:00 - 17:00 Thursday 09:00 - 17:00 Friday 09:00 - 17:00

TIB Wealth

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from TIB Wealth, Financial service, La Lucia Ridge Office Estates, 8 Nollsworth Crescent, Umhlanga Rocks.

Affinity Wealth is a proud member of The Affinity Group and is dedicated to offering quality investment advice, with personalised solutions and bespoke portfolios aligned to achieve your financial goals. We understand the dynamics of the financial services sector and will tailor-make a personalised program that will allow you to create and protect your wealth and your future.

01/12/2023

Affinity Wealth becomes TIB Wealth. We are excited for this new chapter and all that it means for us and our clients.

22/03/2023

Estate planning is an important part of your overall financial plan and ensures the proper distribution of your wealth to your chosen beneficiaries, in a tax effective manner. We will assist you with how to re-evaluate your existing Will, the liquidity of your estate and estate-planning goals in general.

Areas that will be covered are:

- Drafting of a Last Will and Testament
- Formation of a Trust if deemed necessary
- Structure a financial solution to provide for beneficiaries
- Structure a financial solution to provide for liquidity
- Reducing estate duty where possible

Lets chat: https://affinitywealthmanagement.co.za/contact/

08/03/2023

Affinity Wealth is dedicated to providing expert investment advice and personalised solutions to help you achieve your financial goals, espcially during difficult times. We are proud to share how our service has improved the lives of our clients - Here is a review from one of our clients who was happy to share the experience he encountered from our services with our financial advisor Zac!

16/02/2023

We will ensure that loved ones are left financially sound should the breadwinner pass away, whilst at the same time making sure that the appropriate risk benefits are in place to provide financial soundness in the unfortunate situation of a disability or critical illness.

Contact us today for guidance: https://affinitywealthmanagement.co.za/contact/

02/02/2023

We know that talking about and planning for your death can be both terrifying and uncomfortable, but unfortunately, it is something that you should prioritse sooner rather than later for the sake of your loved ones. In this blog, we explain why you should have a Will.

https://affinitywealthmanagement.co.za/blog/do-i-really-need-a-will/

23/01/2023

Making an investment plan involves considering your current financial situation and your goals. It is also important to define your timeline and how much risk you’re willing to take in order to determine your optimal asset allocation.

Ready to set up an investment plan? We can help: https://affinitywealthmanagement.co.za/contact/

13/01/2023

At Affinity Wealth we are commited to providing our clients with expert investment advice and personalised solutions to help you achieve your financial goals. We are proud to share how our mission and service has helped our clients - Here is a review from one of our clients who was happy to share the experience he encountered from our services with our financial advisor Zac!

25/12/2022

We wish all of our valued clients and partners a blessed Christmas and a prosperous New Year!

01/12/2022

Unfortunately, the majority of South Africans fail to save enough money for retirement, with only around 6% of South Africans able to retire comfortably. Preparing for your retirement is probably one of the most important decisions you will make in your life. Read here as we discuss Retirement Annuities:https://affinitywealthmanagement.co.za/blog/the-ins-and-outs-of-retirement-annuities/

17/11/2022

Estate planning is essential, as you want to ensure that no one is left financially compromised in the event of your death. In this blog, we analyse what happens to a person's debt when they die and what the consequences of inadequate estate planning are.
https://affinitywealthmanagement.co.za/blog/what-happens-to-debt-when-you-pass-away/

Address

La Lucia Ridge Office Estates, 8 Nollsworth Crescent
Umhlanga Rocks
4320

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Website

https://tibs.co.za/

Alerts

Be the first to know and let us send you an email when TIB Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Umhlanga Rocks?