Culmine

Trust Planning

What is a trust?

A Trust is an agreement/contract created between yourself the founder and the trustees for the benefit of the beneficiaries (your spouse and/or children).

It is a wealth structuring tool that is used for various purposes and this type of trust protects assets across generations if you want to leave an inter-generational legacy and can enable you to support beneficiaries financially during and after your lifetime.

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    051 430 2662

    Or WhatsApp Us at +27 732790698

    We offer a wide range of services such as Income Protection, Trust Planning, Estate Planning (WILLS), Retirement Planning, Your Medical Practice, and Investment Planning.

    Culmine Financial Planning, which means “the PINNACLE”, was founded in 2020. Culmine Financial Planning is a specialist financial planning practice that focuses exclusively on medical professionals.

    Our financial planning and legal solutions are tailor made for these professionals, providing them with a partner that provides them with a peace of mind.

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    0514302662
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    +27 732790698
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    Regus Business Centre Ground Floor, Uni Park Building, 082 Vodacom Lane, Noble Street, Brandwag, Bloemfontein, 9301
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    8am – 4:30pm
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