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.

Financial Planning Month

October is financial planning month, and what a great time to get your financial resources organised. As we near the end of the year, it is time to start considering how to responsibly use year-end bonuses, prepare for the new year, and assess whether or not we have achieved our financial goals for the year.

Physical Therapy Month

October is well-known for bringing awareness to the severity of breast cancer, its prevention and the search for a cure.

October is Breast Cancer Awareness Month

October, the 10th month of the year, and a symbol of many things – time to start preparing for the end of the work and school year, the beginning of Summer, and a not-so-gentle reminder that the festive season is on its way.
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