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Financial Planning

Bay Union Investment Planning Services (Pty) Ltd houses our financial planning advisory service and is staffed by experienced and highly competent professional financial planners who, in turn, are supported by a very capable administration team.

Financial Planning encompasses Estate Planning and Wealth Creation.

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How we are paid

Our remuneration is normally forthcoming from the institution you place your business with and can be in the form of up-front commission and/or an annual fee. All commissions and fees will be disclosed to you.

As a licensed financial services provider we comply with the FAIS Act and abide by that Act's Code of Good Conduct.

We are also a member of SAFSAI, an organisation that represents intermediaries like ourselves.

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