Live to Leave a Legacy

Multi-Generational Financial Planning. Understanding that today impacts you and your descendants’ future.

We work with you to create a roadmap to your financial freedom.

December Holiday's long drive in the wet weather

And so starts another period in which work is interrupted by public holidays and extended vacations. Along with that sadly, comes the inevitable fatalities and trauma associated with bad driving and probable reckless actions of other road users!

Jeanne Nel is Retiring (well sort of)

It is with mixed feelings that I write this article. Jeanne, our General Manager, has been part of our family since December 2005 and although we as the management and staff of Morebo, as well as many of our clients will be saddened by her retirement, we are happy to inform everyone that she will be staying on as a Financial Planner.

Marriages and Matrimonial Property Regimes

One of the most important decisions a client can make, is their choice of marital regime when they decide to get married. This decision will effectively impact your current, as well as your future assets in several different ways.
Financial security is a right of every citizen, and we can help you attain it.
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Efficient Tax Planning Consultation

It is said that there are only two certainties in life and one of them is taxes. So, it stands to reason that whatever income streams you have you will trigger a liability to SARS for your taxable earnings.
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The Risk Management and Insurance Planning Process

Our risk management assessment and long term insurance planning process have both been developed so that we can provide you with the best financial solutions should something unexpected happen to you.
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Estate Planning and Wealth Transfer Consultation

Preparing for your eventual death is not something anyone relishes. That being said, it is an important aspect of your financial planning.
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Consultation on a Savings Retirement Plan

While the prospect of retirement might be far off the horizon, now is the time to start planning. Wherever you are in your life, the sooner you start to plan for your future, the more secure your retirement will be.
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Post Retirement Plan Consultation

Once you have completed the working phase of your life and as such have completed your retirement saving plan, the next step is to ensure that your money continues working, even when you aren’t.
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Business Financial Management Consultation

Your business is no different to an individual, in that it has certain financial needs and requirements and like a person one of the fundamental ways of achieving these needs is through investment.
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Employee Benefits Planning

Retirement savings are provided; the Risk Benefit options include Life, disability and funeral cover. A Company Retirement Fund gives the employer, ‘Peace of Mind’ that employees have some form of financial security for retirement.
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Investment Planning and Asset Management Consultation Process

Navigating the complexity of investment management can be a daunting prospect, which is why at Morebo we work closely with you to achieve your financial goals.

Live to Leave a Legacy

Let us be the difference