Concept Lynwood was awarded Sanlam’s prestigious business of the year award for 2022. We are a committed team of specialist financial planners based in Lynnwood, Gauteng, serving clients nationally. As our client, you can rest assured that we are dedicated to comprehending your distinct needs and circumstances.
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Insurance
Long-Term Insurance: Life Cover, Disability Cover, Severe Illness Cover, Impairment Cover, Accident Cover, Income Protection, Sickness Benefit, Funeral Cover.
Short-Term Insurance: Property (Personal, Commercial / Business), Accident, Household, Agriculture, Director’s Liability, Vehicle, Liability.
Business Insurance: Key Person, Buy and Sell, Contingent liability.
Medical Insurance: Gap Cover, Medical Aid (Bonitas/Fedhealth).
Retirement
Retirement Annuities, Pension Funds, Provident Funds, Preservation Funds, Living Annuities.
Investments
Tax-free investments, Unit Trusts, Various options on LISP (Linked Investments), ILLAs / ILLIs, Endowments, Preservation funds, International /Offshore options, Life Annuities, Term Annuities, Saving plans, Short/Long term, Investments, Diversified investments – Glacier by Sanlam, Collective Investments.
Estate Planning
Wills, Trusts, Guardian Trusts, Beneficiary Fund, Estate Administration, Business Trusts.
Loyalty Program's
Reality, Cashback, Wealth Bonus.
Additional Service's
In association with our partners we can offer: Accounting Services, Tax Services, Legal Advice.
