WEALTH CREATION
UNIT TRUSTS
SHARE PORTFOLIOS
OFFSHORE INVESTMENTS
RETIREMENT SAVINGS
GOLD & SILVER COINS
WEALTH PROTECTION
ESTATE PLANNING
LIFE ASSURANCE
MEDICAL INSURANCE
SHORT TERM INSURANCE
SHORT TERM INSURANCE
Why Choose Stephen Leppan Wealth Management?
1.Consistent Personalised Service
Relationships formed are personal, with a high level of trust and respect for my clients needs. I always ensure that my clients are treated as if they were my own family members. This ensures that the best advice is given with the highest possible service levels.
2. The Quality of Advice, Experiences and Qualifications
My many years of experience in the financial industry coupled with my qualifications (which are ongoing) combined with my network of expert associates ensures that the level of advice given can be trusted and depended on.
3. Focus on Wealth
The ethos of my practice is wealth creation and protection which leads one to financial freedom. We develop a strategy to build and protect your personal wealth. My practice is committed to supporting you in the long term and maintaining our relationship during your financial journey
4. Fees
My practice is not commission driven and is linked to the performance of assets under management. Fees are negotiated upfront with my clients. Where commissions are involved, these are openly disclosed and completely transparent.
5. Reputable Financial Institutions
All products offered to my clients are through leading highly reputable financial institutions in South Africa and abroad.
6. Satisfied Clients
My practice is built by my clients, who refer me to their friends and family. This is only because of the great service they receive from me. Service excellence is the key to success in satisfying my clients.
7.Specialists in Different Areas
Through the expert associate network you have access to not only the financial services industry but also to health specialists, legal experts, finance experts, and other leading experts in specialised fields.
PROFESSIONAL ASSOCIATE NETWORK
The professional Associate Network gives my clients a complete solution to their needs:
1. Specialist Legal Advisors - Trusts, Property and Legal Advice
2. Bond Finance Specialists
3. Tax Specialists - Auditing, Cash Flow, Tax Advice and Tax Returns
4. Short Term Insurance Specialists -
Corporate, Business and Personal Insurance
5. Asset Finance - Business Partners
6. Group Medical Schemes
7. Offshore Property Specialists - UK and Cyprus Property
8. Local and Offshore Trusts
ONLINE FINANCIAL ADVICE:
No matter where you are, you can choose Stephen Leppan as your Wealth Manager.
