1. From the desk of
Gary Lewis
Financial Adviser
Insurance Zone as a company offers all the benefits and skills listed below. We appoint a duly accredited person to
assist you with any of your requirements. Our clients enjoy the convenience of a “one stop shop” saving them time
and money.
You will almost certainly have plans of one kind or another - buying a home, starting a family, running a business,
perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning
aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of
realising your goals.
There are so many issues to consider when planning one's financial future, so here are a few thought provoking
“milestones in life” to assist you. Please feel free to contact me to discuss any of these points further.
Business Owner –
Buy and sell (partnerships), key man,
liability protection
Corporate Benefits –
Pension and provident funds,
preservation plans, retirement plans,
employee benefits;
Consultation on existing and new
schemes;
Medical Aid
Investments –
Savings and/or wealth creation;
Children’s education plans;
Unit trusts, endowments, classic
investments, monthly and capital
investments
Health Care –
Medical Aid, GAP cover, Own your
Life Rewards
Short Term Cover –
Personal - Home owners (building,
geyser, burst pipes), home contents,
vehicle, luxuries
Commercial - Building, fleet, machine,
transport, wild life, aviation
Personal Needs –
Retirement planning, dread disease,
disability and income protection, life
cover, bond cover, retrenchment
protector
Wills and Estate Planning –
Drawing up of wills;
Manage an individual's asset base in
the event of their incapacitation or
death
Gary Lewis
Financial Adviser
c 083 3344 554 t 011 601 8800 f 086 762 2420
garyl@insurancezone.co.za
24 Concorde Road West, Bedfordview, 2007
PO Box 2756, Bedfordview, 2008