AT ONE GLANCE
Our Services
Our team at Mvumbi Consult provides comprehensive financial planning solutions to meet all of your needs. From wealth creation and retirement planning to insurance protection and investment strategy, we have the expertise and dedication to help you achieve your financial objectives. With a focus on honesty, simplicity, and convenience, we are committed to providing personalized advice and support every step of the way.
Wealth Creation
Unit Trust
Invest for short, medium- and long-term goals. Pay low fees with huge growth potential
Tax Free Savings
Pay no tax on your returns. Get better returns.
Personalized Goal Investment
Invest in your personalized goals whether for Education, building a house, buying a property etc.
Retirement Wealth
Pre-retirement Annuity
Work towards a comfortable retirement by starting to save for your retirement now.
Supplement your existing pension savings by taking out an additional retirement plan or start a new retirement plan now.
Supplement your existing pension savings by taking out an additional retirement plan or start a new retirement plan now.
Preservation Funds
When changing employers, do not cash your pension or provident fund BUT transfer your funds into a preservation fund. In these Funds, your pensions savings will remain invested receiving returns, you will pay no tax on transferred funds and there will be no contribution.
Post Retirement
We simplify the key decisions you need to make with your hard earned funds at retirement.
At Retirement, you have an option of investing into a Life Annuity and Living Annuity.
Life Annuity pays a guaranteed monthly income until death. Living Annuity allows you to choose an income amount and income frequency.
At Retirement, you have an option of investing into a Life Annuity and Living Annuity.
Life Annuity pays a guaranteed monthly income until death. Living Annuity allows you to choose an income amount and income frequency.
Life-Style Events
Funeral Plan
Bring honour to your deceased family member with a dignified funeral.
Cover your family and up to 21 extended family members from R5000 up to R100 000 funeral plan.
Get an option to add Cash- Back , Education and Grocery cover,
Cover your family and up to 21 extended family members from R5000 up to R100 000 funeral plan.
Get an option to add Cash- Back , Education and Grocery cover,
Life Cover
Ensure that your family can maintain their standard of living by covering debt and estate duty fees in the event of your passing away.
Cover yourself from R100 000. You get to choose an option of full underwriting or limited underwriting.
Cover yourself from R100 000. You get to choose an option of full underwriting or limited underwriting.
Disability Income
Cover yourself for a benefit that pays you monthly on event of temporary or permanent disability
Disability (Lump Sum)
Get a benefit that pays out a lump sum-lump amount of permanent disability. The benefits cover occupational disability and /or functional impairment.
Dreaded Illness
Get a cover for one of the severe illness benefits where illnesses like cancer, stroke, heart-attacked and the more are covered. The aim of a dreaded illness is to ensure that you have enough funds for the treatment of the illnesses.
Short Term Insurance
Protect your existing assets under one roof
These include vehicles, building, household Contents, Cell phones etc
These include vehicles, building, household Contents, Cell phones etc
Care For
Your Business
Keyperson Cover
Cover that employee with a special skill or Director or Manager or Partner for when she or he becomes disabled, suffers severe illness, or dies.
Buy & Sell Agreement
Cover your co-owner in cases of death or disability. The aim is to settle the co-owners share in cases of death or disability so we can keep the business within those that are passionate about it.
Business Expenses Cover
Ensure expenses for Rent, Electricity, Water Equipment leasing are catered for in cases of owner becoming disabled.
Business Contingency Cover
Cover your business debt of the organisation in the event of death, disability, sever illness of the business owner who signed surety.
Employee Benefits Cover
Provide care for your employees by taking out a Pension or Provident Fund, Group Life Cover, Disability Income Benefit, Dread Illness and Family Cover.
HOW MUCH CAN YOU SAVE
Investment
Calculator
Looking to grow your wealth through smart investments? At Mvumbi Consult, we invite you to try our compound interest calculator. With just a few inputs, you can quickly and easily see the potential outcomes of your investment strategy. Whether you're saving for retirement, a major life event, or simply looking to grow your wealth, our calculator can help you make informed decisions and achieve your financial goals with confidence. Try it today!
This investment will be worth -
| Year | Starting Amount | Annual Contribution | Total Contribution | Interest Earned | Total Interest Earned | End Balance |