Secure Your Legacy.

1.618 Financial Services are registered brokers for Capital Legacy.

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Your Wishes Granted.

We ensure your last wishes will be delivered upon your death. What's more, your requests are binding and not dictated by intestate succession.

Preserved Inheritances.

With us, your children’s inheritances avoid the governmental “Guardian Fund” and are preserved in their own trust for their sole benefit.

Your Legacy Protected.

We appointment capable, professional and accountable persons to execute your deceased estate and manage the testamentary trust assets thereafter.

1.618 Financial Services.

Can help you secure your legacy with our specialised Legacy Protection Plan™ packages and benefits.

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Having a legal Will that is up to date and kept safe is vital for ensuring your wishes are granted upon your death. Receive a free Will via Our Legacy Protection Plan™ as well as essential fiduciary services from as little as R35 a month.

From an Estate Overheads Protector™ to Estate Gap Cover™, our Legacy Protection Plan™ ensures your estate is protected and your loved ones are well looked after once you’ve passed on. We ensure that your estate is transferred to your beneficiaries, your children receive the right guardians and that your loved ones pay the least amount of taxes on your estate, and a whole lot more.

 

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The Perfect Ratio. The Perfect Financial Institution. From Short Term Insurance to Investments and Estate Administration, 1.618 Advisory Services is here to help clients live the Perfect Life.

Ensure Peace of Mind for Your Future. From Medical Aid and Business Assurance to Investments and Retirement Planning, 1.618 Financial Services is here to help clients secure their wealth.

Strategy + 1.618 = Protection Guaranteed. From Car, Household and General Insurance to Business and Commercial Insurance, 1.618 Short Term Solutions is here to help clients live their lives risk-free.

With the UK Branch of 1.618, Discover Your Perfect Health to Wellness Ratio. From Investments to Health Insurance and Life Cover, 1.618 Advisory UK is here to help clients live happy, healthy lives.

Medical consultations with our qualified medical team of consultants, who are here to discuss your wellness concerns, help you manage any existing medical conditions and keep potential problems in check.

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