Lomas Financial Services in cape town

Lomas Financial Services is an authorised financial services provider. We specialise in investments both local and offshore, estate planning, pension funds, business succession planning and life/disability cover
  • Estate planning

    Estate planning consists of assessing ones estate in terms of assets, liabilities, investment and policies and how those things are distributed according to ones will and advising on the most effective manner to deal with estate duty and executors fees
  • Investments

    We can provide you with advice on all manner of investments including property, unit trusts retirement annuities, endowments and local or offshore investments
  • Lifecover

    We are affiliated with all major insurers and can therefore give you the best rates for your needs.
  • Disability Cover

    We are affiliated with all major insurers and can therefore give you the best rates for your needs.
  • Pension Funds

    We can help with the setting up of a pension fund for your business and we can get you quotes best suited for your business
  • Business Assurance

    We provide a comprehensive planning service including key man assurance and the setting up of buy and sell agreements.

Contact

Lomas Financial Services

estate planning investments lifecover disability cover pension funds business assurance