CPT Estate Planning

CPT Estate Planning Senior Independent Financial Advisor offering holistic Financial Planning to my clients

Catch us next week for a talk on Wills and Real Estate.
20/02/2025

Catch us next week for a talk on Wills and Real Estate.

Let’s talk property matters, because it’s the lovers month…
Consider asking the question : Do you need a will if you are buying a property/home with your patner ?
Lets answer all the questions you related to this lovers big buy investment. Send your wuestions on the comments and ill answer it

05/12/2024

Explore the world with a Revolving Credit Facility of up to R1 million. Get a Revolving Credit Facility of up to R1 million with instant access to funds when needed and repayments from 2.5% of the outstanding balance.

Contact me for more info. Let me be your personal banker.
Lourens du Plessis - 061 515 5846
[email protected]

Vitality Health members who join Discovery Bank by 30 November 2024 will get a R1,000 voucher to spend at Checkers or Wo...
05/09/2024

Vitality Health members who join Discovery Bank by 30 November 2024 will get a R1,000 voucher to spend at Checkers or Woolworths. Plus, you’ll enjoy boosted Vitality rewards like up to 75% back in Ðiscovery Miles on thousands of HealthyFood items, up to 75% off flights, and so much more!

What’s the catch? There isn’t one. Contact me and I'll help you claim your R1,000 voucher.

03/09/2024

Introducing Discovery Bank's latest innovation... DELIGHT!
Discovery Bank has been voted South Africa's top retail bank for brand connection and emotional satisfaction in the Ask Afrika Brand Index© 2024.

An impressive 72% of Discovery Bank clients report feeling not just satisfied, but ‘delighted’ with their banking experience – nearly 20% above the industry average!

Contact me to find out more.

Enjoy tax savings and higher investment boosts with ’s current offers. Make a smart money move this month with their pre...
16/02/2024

Enjoy tax savings and higher investment boosts with ’s current offers. Make a smart money move this month with their pre-retirement plans and make saving for retirement less taxing. Offers valid until 29 February 2024. Message me for more information.
*Product rules, Ts&Cs apply. An auth FSP

Protect you and your family’s financial wellbeing. Get cover for death, severe illness, disability and loss of income wi...
03/02/2024

Protect you and your family’s financial wellbeing. Get cover for death, severe illness, disability and loss of income with comprehensive life insurance benefits from Discovery Life.

You still have time to increase your Vitality Health status from Blue to Bronze! Complete a Vitality Health Check today,...
09/01/2024

You still have time to increase your Vitality Health status from Blue to Bronze! Complete a Vitality Health Check today, earn up to 22,500 Vitality points in one go, and unlock amazing HealthyFood, HealthyCare and Vitality Active Gear rewards.

Book your spot before 2023 runs out

Wherever your driving adventure takes you, Vitality Drive 65+ makes sure you are rewarded for it! Ask me how this progra...
29/12/2023

Wherever your driving adventure takes you, Vitality Drive 65+ makes sure you are rewarded for it! Ask me how this programme gets you up to 50% of your vehicle premiums back.

28/11/2023

Safeguard against the allure of overspending this festive season! Embrace mindful spending and unlock the secrets to navigating holiday budgeting pitfalls, shared by the Financial Sector Conduct Authority (FSCA) and Discovery.

Summer holiday! A time for travel and adventure or simply to relax, unwind, and bask in the summer sun.  But things don’...
24/11/2023

Summer holiday! A time for travel and adventure or simply to relax, unwind, and bask in the summer sun. But things don’t always go according to plan. Some drama you can’t avoid, some you can. Avoid unexpected chaos and drama by getting your will sorted with South Africa’s #1 wills and estates specialists before you leave for your summer holiday.

For the second year running, Discovery Bank's clients have voted them as the leader in client servicing. One of many rea...
24/11/2023

For the second year running, Discovery Bank's clients have voted them as the leader in client servicing. One of many reasons to join Discovery Bank if you haven't yet!

If you're looking for a bank that will understand you, support you, and help you to achieve your financial goals, then Discovery Bank is the right choice for you.

Contact me for more information.

Fuel becoming to expensive. Get Fuel rewards every month
24/11/2023

Fuel becoming to expensive. Get Fuel rewards every month

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Sitari Country Estate
Cape Town

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