Archive for the ‘Financial Planning’ Category

Liberty Properties – 40 Years of positive returns.

The easiest way to Invest in Eastgate, Sandton City, Nelson Mandela Square, Southern Sun Hotels, Sandton Convention Centre, The Liberty Promenade, Midlands Mall & Many more.

This is physical property with hardly any volatility.

Liberty Properties

Discovery Vitality

What’s all the hype about??

Discovery Vitality is a wellness programme that rewards you for getting healthier.

Discovery Vitality offers a science-based, personalised approach to wellness.

Vitality empowers you to get healthier by giving you the knowledge, tools and motivation to improve your health. It has been clinically proven that Vitality makes its members healthier. The more they interact with Vitality, the healthier they become as Vitality is structured to guide all our members along a personalised journey to better health.

As you interact with Vitality by getting active and making healthy choices, the Vitality points you accumulate determine your Vitality status. The higher your Vitality status, the greater the rewards you qualify for.
As you earn Vitality points, your Vitality status improves

You’ll start at Blue status and improve your status as you improve your health. You’ll move from Blue status to Bronze, Silver, Gold and finally to the highest, Diamond Vitality status.

Discovery Vitality Brochure

Vitality Point Calculator – From Zero to Hero

Product Providers

STANLIB Wealth Focus – Economic Update by Kevin Lings

The Campus – Forum, Bryanston (25/03/2010)

Kevin Lings of  STANLIB outlined the recent major economic highlights. As always, he simplifies the global economy and gives us some direction as to what the markets are up to.

There is no sound to this presentation – Please feel free to call Ahmed on 011 213 4000 should you require an explanation on the slides.

STANLIB Fund Focus – Kevin Lings Presentation

Financial Planning Products

Financial Planning is the process of determining how an individual can meet their life goals through the proper management of their Financial Resources. (Read more about the Financial Planning process)

Our Brokerage provides products for the followings needs:

·         Risk Planning (Death, Disability and Dread Disease)

·         Estate Duty / Estate Liquidity

·         Healthcare – Medical Aids and Medical Savings

·         Investment - Lump Sum and Monthly Recurring

·         Retirement – Retirement Annuities, Personal Pensions & Preservation Funds

·         Education, Haj & Umrah Savings

M A Kolia & Associates - Financial Services

M A Kolia & Associates – 60th Birthday

Whew! After the crazy rush that the Financial Year End brings, M A Kolia & Associates proudly celebrated it’s 60th birthday this March. Congratulations to the team and we look forward to many more years of service excellence. Insha Allah.

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Keep in touch!

info@makolia.co.za ; Skype: makolia.info ; Tel: 011 213 4000 ; Fax: 011 854 2313