Wills and Estate Planning

T: 083 267 2049 | E: info@bcasset.co.za

We are partnered with qualified attorneys that will ensure that your most precious assets are protected in the final step of your portfolio management, offering you advice and service in the following:

• estate planning

• the drafting of wills

• the winding up of deceased estates

• the establishment of inter vivos/ testamentary family planning trusts

• the establishment of charitable trusts

• the establishment of trusts for property-owning purposes or any other purpose

• the administration of trusts

• advice on the powers and duties of executors and trustees

Exclusive offerings for professionals

As a graduate professional, your success has been hard won through years of dedication, and we understand that only the best will suffice to protect what you…

Life Cover

Sadly unforeseen events do happen in life. We’ll assist you with planning to protect and provide for your family in their time of need. After doing a needs analysis we are able to source the product best suited for your individual needs.

Disability Cover

Not being able to pay the bills because of disability is one of the greatest risks we face. What would you do if you could not work anymore?

Business Assurance

We offer advice and solutions for all your company’s pension and provident fund needs, whether you’re looking to set up a new fund or wanting to reduce the costs on your current fund. The administration of these funds is handled by us and includes

Wills and Estate
Planning

We are partnered with qualified attorneys that will ensure that your most precious assets are protected in the final step of your portfolio management.

Medical Aid

The purpose of a medical aid is to help you afford the treatment received from either a GP, specialist, dentist, and/or the associated costs of a private hospital, depending on the plan you choose.

Offshore Investments

Expand your investment universe by diversifying your portfolio across countries and currencies. Investing outside the borders of South Africa enables you to benefit from opportunities that are not available locally.

Short Term Insurance

BC Asset Management prides itself on excellent service and fast turn-around times when it comes to the most important part of your short term portfolio, the claims experience.

Gap Cover

The purpose of a medical aid is to help you afford the treatment received from either a GP, specialist, dentist, and/or the associated costs of a private hospital, depending on the plan you choose.