Island Club, N Bank Drive, Century City, Cape Town, South Africa
We provide expert financial advice and services to clients anywhere in South Africa in the areas of estate planning, business assurance, investments and risk cover. All advice is based on a thorough needs-analysis to establish the requirements of our clients on death, disability, dread disease and retirement. Y2Invest also conducts estate audits and attends to the drafting of Wills, trust deeds (including attending to the registration thereof), buy-and-sell agreements and contingent liability agreements. Moreover, at the request of our clients we provide training and seminars on aspects of financial planning and related areas.