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Investments & Wealth Planning Session
Unore Karutjaiva

Investments & Wealth Planning Session

UIB Wealth Namibia, Unore Karutjaiva
1 hour
Discuss your investment goals, risk profile, and long-term wealth strategy. We will explore suitable solutions to help you grow and preserve your wealth.
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Retirement Planning Consultation
Unore Karutjaiva

Retirement Planning Consultation

UIB Wealth Namibia, Unore Karutjaiva
1 hour
A focused discussion on building retirement strategy, income planning and tax-efficient investment to help you retire in confidence.
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Insurance & Risk Protection Review
Unore Karutjaiva

Insurance & Risk Protection Review

UIB Wealth Namibia, Unore Karutjaiva
1 hour
A structured review of your current cover, including life, disability and severe illness protection, to ensure your financial future and loved ones are secure
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Financial Planning Consultation
Unore Karutjaiva

Financial Planning Consultation

UIB Wealth Namibia, Unore Karutjaiva
1 hour
A personalised session to review your current financial position, goals and priorities. We will Identify opportunities to protect, grow and manage your wealth effectively.
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Financial Wellness for Employees
Unore Karutjaiva

Financial Wellness for Employees

UIB Wealth Namibia, Unore Karutjaiva
1 hour
We assess employees’ financial challenges, provide structured financial education sessions, and design practical solutions such as budgeting support, debt management guidance, retirement planning, risk cover education, and investment awareness. The goal is to build a financially confident workforce that performs better, experiences less stress, and is prepared for the future.
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Wills and Estate Planning
Unore Karutjaiva

Wills and Estate Planning

UIB Wealth Namibia, Unore Karutjaiva
1 hour

This consultation helps you protect your assets, provide for your loved ones, and ensure your wishes are carried out correctly. We will review your assets, beneficiaries, existing will (if any), and identify potential risks such as estate duty, liquidity shortfalls, or family disputes. By the end of the meeting, you will have clarity on how your estate will be structured and what steps are needed to secure your legacy.
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