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

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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

Clayton Niebuhr is an Authorised Financial Service Provider – FSP 28187

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