Personal Financial Planning

At Clayton Niebuhr we provide you with a tailor-made solutions around your medical aid, estate, retirement, investment planning

Estate Planning
Retirement
Investments
Medical Aid
Estate planning is an essential part of
financial planning. Estate planning is all
about how you intend to dispose of your
assets when you die. Clayton Niebuhr
assists clients with the complexities of
estate planning and will provide solutions
regarding minimising taxes on death as
well as preservation of your assets after
your death.
Retirement is the time when you would like to spend your days doing what you love. Clayton Niebuhr can assist you with ensuring your retirement goals are clear and obtainable. We put together retirement and investment plans for the short, medium and long term for our clients and evaluate the progress on a regular basis to ensure their goals are met.
Clayton Niebuhr helps you choose the
right medical care for you and your family
as this is an integral part of any financial
plan