Dedicated to delivering the highest standard of service, offering clients expert advice and accurate, up-to-date information to support their financial goals.
ESTATE PLANNING
We provide expert product structuring to ensure smooth asset transfer and tax efficiency during unforeseen events. Our estate planning services preserve your legacy, minimise financial burdens, and offer peace of mind, safeguarding your family’s future and ensuring your wishes are honored with care and precision.
KEY ELEMENTS INCLUDE:
Efficient Asset Transfer – Structuring assets to ensure a smooth and timely transfer to beneficiaries.
Tax Optimization – Minimising estate duty, capital gains tax, and other related costs.
Trust and Will Drafting – Establishing legal documents to clearly outline your wishes.
Executor Fee and Legal Cost Cover – Providing solutions to cover costs associated with winding up the estate.
Business Succession Planning – Ensuring seamless continuity of business interests and responsibilities.
LONG-TERM INSURANCE
We offer comprehensive long-term insurance solutions that safeguard you and your family against life’s uncertainties. Our plans provide essential financial support during difficult times, helping you maintain stability and security when unexpected events occur, ensuring peace of mind for you and your loved ones.
KEY ELEMENTS INCLUDE:
Life Cover – Provides a lump sum payout to your beneficiaries in the event of death.
Lump Sum Disability Cover – Offers a once-off payment in the event of permanent disability.
Permanent Disability Income Protection – Replaces lost income if you are permanently unable to work.
Temporary Income Protection – Provides short-term income support during periods of illness or injury.
Dread Disease/Severe Illness Cover – Pays a lump sum upon diagnosis of a serious illness such as cancer or a heart attack.
EDUCATION PLANNING
Invest in your child’s future with a flexible, secure education plan that covers every stage of their learning journey. From early schooling through university, these structured investments grow steadily and offer protection against life’s uncertainties, giving you peace of mind and financial readiness.
KEY ELEMENTS INCLUDE:
Education-Specific Life Cover – Pays benefits directly to educational institutions.
Inflation-Linked Payouts – Claim payments increase annually in line with education inflation (typically 9%).
Legacy Protection – Ensures funds are used solely for educational purposes.
Financial Security – Prevents disruption to your child’s studies in the event of unforeseen circumstances.
Peace of Mind – Removes the risk of poor investment decisions impacting your child’s future.
WILLS & ESTATE DUTY STRUCTURING
Ensure your legacy is preserved and your loved ones are protected through professional estate planning services. We focus on minimising costs and legal complexities, helping you secure your family’s future with clarity and peace of mind, so your wishes are honoured seamlessly.
KEY ELEMENTS INCLUDE:
Free Drafting of Final Will and Testament – Ensures your wishes are clearly documented and legally sound.
Executor Fee Cover – Helps reduce the financial burden on your estate.
Estate Duty Cover – Protects your estate from unexpected tax liabilities.
Legal Fee Cover – Provides for legal costs associated with winding up the estate.
Structured Estate Planning – Facilitates smooth, tax-efficient asset transfer to beneficiaries.
MEDICAL AID BENEFITS & ADVICE
We assist with efficient structuring of private and group medical aid plans, ensuring you receive optimal value and comprehensive coverage tailored to your healthcare needs. Our expertise helps you maximise benefits while managing costs effectively for you and your family.
KEY ELEMENTS INCLUDE:
Tailored Plan Selection – We match your unique healthcare needs with the most suitable medical aid option.
Private & Group Solutions – Offering plan structuring for individuals, families, and employee groups.
Cost Efficiency – Helping you optimise benefits while managing monthly contributions.
Ongoing Support – Continued assistance with claims, queries, and plan adjustments.
Access to Top Providers – We partner with Discovery, Momentum, and Fedhealth for trusted, comprehensive coverage.
PRE-AND-POST RETIREMENT PLAN
We provide comprehensive retirement solutions to help you prepare for and enjoy a financially secure retirement - whether you’re actively building wealth or managing assets after retirement, our tailored strategies support your long-term financial well-being and peace of mind.
KEY ELEMENTS INCLUDE:
Retirement Annuity – Build long-term savings with tax benefits.
Pension Preservation Fund – Preserve and grow funds from a previous employer’s pension.
Provident Preservation Fund – Protect your provident fund savings when changing jobs.
GEPF Pension Transfers – Expert assistance with transferring government pension funds.
Living & Life Annuities – Ensure sustainable post-retirement income through structured payout options.
INVESTMENT STRATEGIES
Our investment solutions are carefully designed to grow your wealth strategically, aligning with your individual goals, risk tolerance, and time horizon. We focus on creating personalised strategies that balance growth and risk, helping you achieve financial success while adapting to changing market conditions.
KEY ELEMENTS INCLUDE:
Goal-Oriented Planning – Tailored strategies aligned with your financial objectives and timeline.
Tax Efficiency – Maximise returns through tax-free and structured investment vehicles.
Diversified Options – Access to a broad range of assets through unit trusts and endowments.
Professional Management – Expert oversight to help optimise growth and manage risk.
CORPORATE BENEFIT
We offer tailored employee benefit solutions designed to improve staff wellbeing, boost retention, and enhance financial security at every level of your organisation. Our customised approach ensures your workforce feels valued, supported, and motivated for sustained business success.
KEY ELEMENTS INCLUDE:
Group Risk Cover – Life, disability, dread disease, and funeral cover for employee protection.
Pension Funds – Structured retirement savings plans to support long-term employee financial health.
Provident Funds – Flexible retirement options with accessible benefits for employees.
Group Medical Aid – Cost-effective healthcare solutions for companies through trusted providers.
Customised Benefit Structures – Designed to align with your company’s goals and workforce needs.
Empowering Your Financial Journey
At Martin Weideman Financial Services, we believe that true financial freedom begins with trusted advice, tailored solutions, and a clear strategy. Our mission is to guide you every step of the way - protecting what matters most, building lasting wealth, and securing your future with confidence.
With over 109 years of combined industry experience, Martin Weideman Financial Services offers clients tailored, holistic financial planning solutions designed to meet their unique needs and long-term goals.
