LMFS Brokers

LMFS Wealth Management

Introduction

LMFS Wealth Management is an operating division of LMFS Financial services (LMFS). Our current and prospective clients comprise of High Net Worth Individuals, Owner Managed Businesses, Trusts, Parastatals and Government Departments.

LMFS Wealth Management

Our ranges of services are geared at implementing solutions and executing plans agreed with clients for the successful achievement of positive results. We provide focused solutions in the following key broad categories:

High Net Worth Individuals regarding their:

  • Life and Risk Protection plans
  • Hidden liability protection (Surety Cover)
  • Investment Planning (Endowments/Collective Investments)
  • Trusts and Estate Protection
  • Income Replacement Plans
  • Personal Share Portfolio Plans
  • Retirement Planning
  • Beneficiaries Trusts
  • Donations Tax and Considerations

 

Institutional Clients

  • Annuity Plans for retiring members
  • Risk Benefits Structuring
  • Trustee Training
  • Provident funds (Investment Mandates Fees and Investment targets)
  • Pension funds ( Investment Mandates Fees and Investment targets)
  • Fund Manager Relationship Management

 

LMFS Short term Insurance

Introduction

LMFS Short term Insurance Brokers is an operating division of LMFS Financial services, an independent and Authorised Financial Services Provider in terms of the FAIS Act No 37 of 2002.

Our clients comprise of High Net Worth Individuals, Owner Managed Business and Medium Sized Companies.

Our Services

Our ranges of services are geared at implementing solutions and executing plans agreed with clients to reduce risks and losses. We provide focused solutions in the following key broad categories:

Individual and Personal lines

  • House contents
  • Buildings
  • Personal All Risk
  • Vehicles
  • Watercraft
  • Personal Legal Liability
  • Extended Personal Legal Liability
  • Legal Costs & Legal Expenses
  • Personal Accident
  • Death Benefit Plan
  • Hospital Benefit Plan

Business and Commercial lines

  • General Commercial
  • Sectional Title
  • Public Liability
  • Events Liability
  • Professional Indemnity
  • Motor
  • Marine
  • Motor Traders Internal & External Risks
  • Machinery Breakdown & Business Interruption
  • Deterioration Of Stock
  • Hospitality (Restaurants, BNB, Hotels)
  • Taxi Policy
  • Driving School Policy
  • Contractors All Risk Policy
  • Construction Guarantee
  • Garage Sure
  • Toursafe
  • Churchnet
  • Education Policy (Educational Institutions)
  • Collectable Cars Policy
  • Rental Deposit Guarantee
  • Engineering
  • Avant Garde Policy for Professionals