Charlotte Crafford - Wealth Planner

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Charlotte Crafford - Wealth Planner As a Financial Advisor I am passionate about my clients and takes the clients financial and personal
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As a wealth planner I believe in helping people envision financial freedom through sound financial advice. I commit to walking this personalized journey with you, ensuring that you are provided with all the financial products and services that support your vision for your future and help you both create and leave a legacy. Why settle for anything less than a committed financial advisor whom you tr

ust, that will guide you and your family in times of celebration, times of hardship and life changing events? Regardless of where you are in your journey – at the beginning, in the middle or approaching your golden years – we are here and committed to assisting you every step of the way.

13/09/2024

I am only sharing the post. Contact the people on the add.

13/09/2024

Wills Month 2024 is here!

Going through losing my husband suddenly was a very traumatic experience for me. Besides the fact that you are emotional and all you want to do is stay in bed the entire time, but you can't. You need to arrange a Funeral and be there for your children, and so many things need to happen, it is exhausting. You need immediate cash. You need to register your partner's death at Home Affairs, and you need to inform the Master of High Court that your husband has passed away. You need money for the funeral, you need to live, and eat, you need to pay bills and the most important thing of all is you need a valid original signed will. I was lucky because I had a funeral cover that was paid for, but that only lasted so long. I am lucky because I have Capital Legacy to assist me with the Estate, but that was me.

If you pass away today, will your family be taken care of? Will they be able to survive financially if they lose your income in a second? Will they be able to go to school, eat, and pay for electricity? From experience, it is not a joke and must be taken seriously. If you are one of those people who will still get to it, stop and get in touch with me so I can assist you in getting the best cover in place together with your complimentary Will. Let us take care of your headache.
During September, we would like to share with you what we do every day to deliver on our promise of making the loss of a loved one easier for your clients.

Explore the playlist to see more of the incredibly valuable, invisible stuff we to do deliver on our promise:

Do not hesitate to contact me for a Free Consultation

September is Wills Month!Three reasons you should not want to die without a will1. Firstly, your wishes no longer matter...
13/09/2024

September is Wills Month!

Three reasons you should not want to die without a will
1. Firstly, your wishes no longer matter as the courts will distribute your assets based on intestacy laws
This can lead to family disputes and stress
2. Secondly, without a will, the court will appoint an administrator for your estate, potentially someone you wouldn't have chosen
This could cause delays, extra expenses, and administrative issues
3. Thirdly, if you have children or dependents, dying intestate means the court will decide who raises them, not necessarily the person you would have chosen
Avoid uncertain outcomes by creating a will, a document that serves as a guide for your loved ones and ensures your intentions are carried out even in death
Get in touch with me for a FREE CONSULTATION.

27/06/2024

My dear friends, let me tell you a cautionary tale of a man who neglected to update his will. When he passed, his family was left with a hefty estate duty fee that drained their inheritance. It was a devastating blow that could have been avoided with a simple update to his will.

So I implore you, do not make the same mistake. Take the time to ensure your will is current and properly caters for estate duty fees. Your loved ones will thank you. Get in touch with me today to assist you. 074 695 2239

27/06/2024

Health insurance for H2A seasonal farm workers already in the US is not just a luxury, it's a necessity. These hardworking individuals are essential to our food supply chain, yet they often lack access to basic healthcare services.

By providing them with affordable health insurance, we can ensure that they receive the care they need to stay healthy and continue working. It's not just the right thing to do, it's the smart thing to do for the health and well-being of our entire community.

Get in touch with me on 074 695 2239

Contact me for assistance. Let's get you covered. +27746952239
22/06/2024

Contact me for assistance. Let's get you covered.

+27746952239

Early detection saves lives. With Critical Illness Income boosting your income protection, you're prepared for life's twists. Claims assessed on diagnosis, you receive 130% of insured income for up to 12 months, focusing on treatment and recovery. T’s & Cs’ Apply

18/03/2024

Ever wondered about the likelihood of being unable to work due to injury or illness? Or facing a critical illness? Or even dying before you retire? Take our reality check quiz to discover what life insurance you really need. You’ll be surprised by the results! Chat to your Financial Adviser and start with protecting your income today! https://risk-reality-calculator.fmi.co.za/

Each year's regrets are envelopes in which messages of hope are found for the new year. With the new day comes new stre...
03/01/2024

Each year's regrets are envelopes in which messages of hope are found for the new year. With the new day comes new strength and new thoughts.

The new year stands before us, like a chapter in a book, waiting to be written. Whatever it is you're scared of doing, do it.

Make contact with me via WhatsApp to assist you with your Financial Planning Needs.

074 695 2239

31/08/2023

If you think about it, knowledge has become the most valuable commodity. Being a profitable trader is often backed by a rock-solid education and understanding of the markets. Join our online learning trading community today!





Click the link below to start your journey.

https://affiliates.stockmarketcollege.com/fb11419-100.html

Call now to connect with business.

Income protection could be a great way to help you manage your finances if you're unable to work due to illness or injur...
03/04/2023

Income protection could be a great way to help you manage your finances if you're unable to work due to illness or injury. It will provide you with the necessary income to cover your mortgage payment and bills, so that you and your family have one less thing to worry about while you recover.

Contact me for more information on 074 695 2239





22/03/2023

Protecting one’s family is most people’s priority. At Dynasty Financial Advisor Services, one of our skilled professionals will give you advice on the products you need to do just that.



Dynasty is a proud representative of Vantage Point Financial Services.

Not to be misconstrued as advice in terms of the Financial Advisory and Intermediary Services Act 37 of 2002.

If you receive an income, you should have Income Protection in place for when you are temporary or permanently disabled ...
08/02/2023

If you receive an income, you should have Income Protection in place for when you are temporary or permanently disabled and lose the ability to earn an income. Speak to me for more information.

074 695 2239

Please contact me for more information.074 695 2239
08/02/2023

Please contact me for more information.

074 695 2239

Only you know the lengths you're willing to go to protect your family. Even so, we understand that the foundation of creating those lengths begins with ensuring that they are covered for life.

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Wills Month 2024 is here! Going through losing my husband suddenly was a very traumatic experience for me. Besides the fact that you are emotional and all you want to do is stay in bed the entire time, but you can't. You need to arrange a Funeral and be there for your children, and so many things need to happen, it is exhausting. You need immediate cash. You need to register your partner's death at Home Affairs, and you need to inform the Master of High Court that your husband has passed away. You need money for the funeral, you need to live, and eat, you need to pay bills and the most important thing of all is you need a valid original signed will. I was lucky because I had a funeral cover that was paid for, but that only lasted so long. I am lucky because I have Capital Legacy to assist me with the Estate, but that was me. If you pass away today, will your family be taken care of? Will they be able to survive financially if they lose your income in a second? Will they be able to go to school, eat, and pay for electricity? From experience, it is not a joke and must be taken seriously. If you are one of those people who will still get to it, stop and get in touch with me so I can assist you in getting the best cover in place together with your complimentary Will. Let us take care of your headache. During September, we would like to share with you what we do every day to deliver on our promise of making the loss of a loved one easier for your clients. Explore the playlist to see more of the incredibly valuable, invisible stuff we to do deliver on our promise: Do not hesitate to contact me for a Free Consultation

Protecting one’s family is most people’s priority. At Dynasty Financial Advisor Services, one of our skilled professionals will give you advice on the products you need to do just that. #planning #possibilitiess #action #buildyourdynasty #leavealegacy #motivation #aspire #planahead #smartmoney #yourfamily #lifeinsurance #financialservices #aspirational #Dynasty #southafrica Dynasty is a proud representative of Vantage Point Financial Services. Not to be misconstrued as advice in terms of the Financial Advisory and Intermediary Services Act 37 of 2002.

An important reminder for the Festive Season! Contact us at [email protected] - 074 695 2239 #catalystfinancialadvisorservices #estateplanning #lifeinsurance

An important reminder for the Festive Season! Contact us at [email protected] - 074 695 2239 #catalystfinancialadvisorservices #lifeinsurance

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Bond Cover

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Last Will and Testament

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2020 - COVID-19

2020 a year that I thought was going to be the year. But it did not turn out that way at all. Especially for my daughter who is in Matric this year, the year that is filled with so many memories and good times, gone...she will never have those memories. The memories she will have is sharing a office with her mom while she does home schooling, with no social interaction with friends. Not being able to leave the house. Can you imagine how they must be feeling, the pressure that they are currently under. Yes, school started, but with what a back log. These matric’s need to give everything they have just to catch up. I know how I am feeling, and I work from home, so this should not have been a problem for me at all. But all of a sudden everyone's worlds changed, I felt like the walls were closing in on me. I was a lot more stressed, just because of the word ”Lockdown”.

None of us asked for this, but it happened anyway. Was it a sign that the earth just needed a break from people, who will ever know. But what makes me sad is how many people lost their jobs, will we ever be able to catch up on all the losses. I don’t know, nobody can say for certain what the future holds for us. But personally I believe that every person should just play their part in combating this pandemic. Wear your mask, sanitize your hands, keep your social distancing. You are not doing any one else a favour, but its for your own safety.

Something that has been on my mind which is very personal to me, is the su***de rate that has increased drastically, and there are so many matric’s that could just not handle the pressure. Parents, how well do you know your children, can you tell when they are stressed out, or it things are getting to them. Do they know they can discuss their problems with your. Can you imagine what must be going through a parents mind when a child of theirs commit su***de. I can’t imagine being in that situation, because I will not be able to handle the stress. Do we know how thin the threat is between sanity and losing it. If you are in a situation and you just can’t see any other way out, what goes through their minds. I have been in dark places before where I did not want to go on, but then I think about my kids, my husband and family and what will it do to them. I will not be able to go through with such an act. This has been a bad year, and a year no one wants to remember, but keep your loved ones close to you, love them and let them know that you will always be there for them, no matter what. My heart breaks every time I hear a parent tell their story of how their child committed su***de.

Don’t judge other people by just looking at them, because you have no idea what is happening in their life. They might smile at you, but deep down they might be so hurt. Lets be more patient with each other. Start smiling at people around you, even greet them, because you never know when you will be making a difference in someones life, by just being kind.