We are contracted with over 50 different Life, Health, Insurance and Investment companies to tailor-make a product to suit your individual need.
Does your Medical Aid Premiums make you sick?
Education Protection and benefit from the free University Funder of up to 100%
Protect your child's education with the Education Protector if you are not able to due to an event listed below.
As in Life, terms and conditions do apply.
Hospital medical aid plans cover in-hospital costs such as ward and theatre fees including Service Providers such as specialists' etc.
We only advise on Hospital Plans that are registered with the Council of Medical Scheme's.
A monthly pay-out to protect you if you are unable to earn an income due to injury or illness of both a temporary or permanent nature.
One of our main sources of wealth, as humans, is our capability to earn an Income. It makes financial sense then to have a benefit that will assist us financially when we cannot perform our normal day-to-day duties.
Life is unpredictable, place yourself in the position and consider what will happen should you be unable to earn an income for a month or three or even 6 months or more for the rest of your life?
What is an Income Protection and how does it work?
Saving towards future goals using endowment plans, flexible investment plans or retirement plans. We use recurring monthly investment premiums or lump sum investments.
Protect your income and keeping your dignity.
We have various products to assist you and your family, on life changing events such as:
A retirement annuity is an investment vehicle that helps you save for your retirement.
You can use it as your main investment for retirement or in addition to your employer's retirement fund.
It offers significant tax advantages including unique features:
Contributions into the Retirement Annuity are tax-deductible of up to your individual income tax rate.
Maturing Retirement Annuity:
When you turn 55, you may elect to retire and your options will depend on the investment value of your investment.
In both cases You can delay your retirement by leaving your money invested in your retirement annuity until you decide you want to take it out (and invest it in an investment that gives you an income).
You can also use the full amount (three-thirds) to invest in an investment that gives you an income.
Protecting your assets.
Provides comprehensive financial cover against life-changing events. Allows you to maintain your lifestyle in the event of becoming severely ill.
The Severe Illness Benefit covers illnesses affecting all major physiological and anatomical systems of the body:
We offer an award winning* Severe Illness Benefit which is designed to provide you with the most comprehensive protection against the lifestyle impact of a severe illness.
Unique features, such as:
*As awarded in 2016 by ICON for being the number one dread disease product in the market for cancer protection.
Planning for Estate duty fees and protecting your heirs inheritance.
The Estate Planning Benefit provides a lump-sum pay out after you and your spouse have both passed away.
Key features of this benefit:
Protect your family with a Funeral Plan.
Losing a family member is never easy. Coping with the loss can be an overwhelming challenge and one of the most traumatic experiences in life.
There are also many costs associated with the passing of a loved one, such as, funeral costs and the cost of the unveiling.
These costs can add a lot of extra pressure to an already stressful situation. We can help you by easing the financial burden of this difficult time with a Funeral Plan.
Our Funeral Plan offers you and your family funeral cover with a pay-out between R10 000 and R60 000 upon the loss of a family member.
It also offers valuable additional benefits.
We help you to pay the costs of the unveiling of the gravestone The Memorial Benefit on the Discovery Funeral Plan will pay an additional amount over and above your funeral cover amount if you or your spouse pass away. You can use this money to pay the costs of the unveiling of the gravestone.
You could get double your pay-out in the case of an accidental death if you or your spouse pass away as a result of an accident.
We pay an amount over and above your funeral cover benefit amount if you or your spouse pass away, to assist you with unforeseen costs such as groceries or you can use it to help you with any additional expenses.
That's why we provide you with this additional cash payment to use at your discretion.
Claims are paid within 24 hours after receiving the necessary paperwork from you.
We have the tools and calculators to assist you with all your Financial Planning requirements.
Willie du Plessis Financial Services CC is an Accredited Health Care Provider No: ORG 3953
Willie du Plessis Financial Services CC is an Authorised Financial Services Provider No: 43920
Our practices compliance to regulations set by the Financial Services Board of SA is monitored externally, on a regular basis, by Masthead (Pty) Ltd, an approved compliance practice. Their postal address is PO Box 856, Howard Place, 7450.