Life

Financial peace of mind doesn’t just happen.  It takes a lot of care and planning to get to that state of mind. This is what we strive to do that at Cum Laude Financial Advisors.

Paying attention to someone’s needs helps avoid serious damage or risk.  This means to make provision of what is necessary for their health, welfare, maintenance and to protect their assets.  In order to fulfil your needs, you need good financial planning! As such, planning is fundamental property of intelligent behaviour, which involves creating and maintaining that specific plan.

This means for you to have financial peace of mind, Cum Laude Financial Advisors will establish your family’s needs and create the perfect structure to lower any risk and to avoid unnecessary tax obligations.

At Cum Laude Financial Advisors we care about our clients and their needs, we make sure that we help you realize financial piece of mind.

What makes us extraordinary?

Professional advice

Minimizing your risk

Protecting your loved ones

Sound financial foundation

Proper planning

Tax advice

To determine your specific needs, we require the following information:

Married

ANC

COP

Date of marriage

Children \ dependents

Single

Widowed

Divorced

Assets and liabilities

Business interest

Will (last updated)

Securities signed

Trusts

Tax obligations

Estate duty

Capitol gains tax

Donations

Liquidity in Estate

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Have any questions? We would love to help you.

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