Oakfield Wealth Management

Oakfield Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Oakfield Wealth Management, Consulting Agency, Office 4, 2 Somerset Crescent, Durbanville.

Oakfield Wealth Management is an independent financial advisory firm and our personal commitment to our clients is to create robust investments while ensuring our clients enjoy sufficient protection against risks to their health, wellbeing, and wealth.

Life insurance can be confusing and it's sometimes hard to know what you really need or want.Because having life insuran...
24/01/2022

Life insurance can be confusing and it's sometimes hard to know what you really need or want.

Because having life insurance is a fundamental part of having a sound financial plan and protecting your loved ones, we at Oakfield Wealth Management want to help you find peace of mind by guiding you through the process.

Contact us today at [email protected] to find out how we can help you to safeguard you and your family from financial uncertainty! ☎️

What is Prescribed Minimum Benefits? According to , you have access to treatment for a list of medical conditions under...
05/01/2022

What is Prescribed Minimum Benefits?

According to , you have access to treatment for a list of medical conditions under the Prescribed Minimum Benefits (PMBs). The PMBs cover the 27 chronic conditions on the Chronic Disease List (CDL). To access PMBs, certain rules apply (see Prescribed Minimum Benefits).

POLICY SCHEDULEThe policy schedule is a document that shows all the details of your cover, as well as your personal deta...
10/11/2021

POLICY SCHEDULE

The policy schedule is a document that shows all the details of your cover, as well as your personal details. This is a very important document that you need to study to make sure you have enough cover for your personal circumstances.

Source:

By creating a budget, we can reduce our living expenses and start to save more.Reasons why you should save money:💸 Finan...
27/10/2021

By creating a budget, we can reduce our living expenses and start to save more.

Reasons why you should save money:
💸 Financial independence
💸 Unforseen expenses
💸 Medical emergencies
💸 Investment
💸 Planning your retirement

What are your plans for retirement? Have you started saving towards it? Do you know how much money you need to retire? C...
21/10/2021

What are your plans for retirement? Have you started saving towards it? Do you know how much money you need to retire?

Contact us should you need any help answering your retirement planning related questions.

You owe it to your loved ones to get the life insurance coverage you know you need. Life is short. Don't regret not havi...
20/10/2021

You owe it to your loved ones to get the life insurance coverage you know you need.

Life is short. Don't regret not having a policy in place.

Repost from

✨ Client Testimonial ✨
14/10/2021

✨ Client Testimonial ✨

A tax invoice is an invoice issued for taxable supply of goods and services. 💸💸Tax invoices broadly contain details like...
30/09/2021

A tax invoice is an invoice issued for taxable supply of goods and services. 💸💸

Tax invoices broadly contain details like description, quantity, value of goods/services, tax charged thereon and other particulars as may be prescribed.

A tax invoice is a primary evidence for recipient to claim input tax credit of good and services.

Source: www.iocl.com

There is a basic formula for building wealth:1. Make more money than you spend.2. Avoid debt.3. Invest your savings wise...
23/09/2021

There is a basic formula for building wealth:

1. Make more money than you spend.
2. Avoid debt.
3. Invest your savings wisely.

Because these steps are not always as simple as it sounds, Oakfield Wealth Management is here to help!

Contact us should you require any help creating a wealth plan. 💸

Repost from .
21/09/2021

Repost from .

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Office 4, 2 Somerset Crescent
Durbanville
7550

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