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WHAT DOES
 YOUR
 LIFE
 PUZZLE LOOK LIKE?

About Us

The LifePlan Group was established by Namibians with combined expertise of over 100 years to serve businesses and individuals. Our expert financial planning and advice covers a wide range of services and products with the core focus on BUSINESS CONTINUATION. These are clearly validated by our
company’s vision and values.

Your future... Your peace of mind... Our passion!

OUR CLIENT VALUE PROPOSITION

Business Continuity

This Process of Continuity Planning and Risk Management is like building a Puzzle from the big picture of your business’s own unique needs for planning. It contains a full analysis and expert advice.

  • Company Structuring / Restructuring
  • Exit Strategy Advice
  • Business Testament
  • Surety Protection Agreement
  • Key Person Protection
  • Loan Account Protection
  • Income Protection
  • Business Overhead Protection
  • Tax Planning
  • Employee Benefits
Start Planning

Business Continuity

This Process of Continuity Planning and Risk Management is like building a Puzzle from the big picture of your business’s own unique needs for planning. It contains a full analysis and expert advice.

  • Company Structuring / Restructuring
  • Exit Strategy Advice
  • Business Testament
  • Surety Protection Agreement
  • Key Person Protection
  • Loan Account Protection
  • Income Protection
  • Business Overhead Protection
  • Tax Planning
  • Employee Benefits
Start Planning

Personal Planning

We assist you to build your own unique LifePlan Puzzle of Estate- and Financial Planning. This process contains a full analysis and expert advice.

  • Estate Planning
  • Specific Estate Planning with regards to business owners
  • Will Planning and Advice
  • Trust Advice (Inter Vivos- and Testamentary Trusts)
  • Analysis of Life Insurance Portfolio
  • PPS Offering for Professional Clients
  • Estate Administration
View Services

Investment Planning

We assist you to build your own unique Investment Planning Solutions. This process contains a full analysis and expert advice.

  • Financial Independence (Return-on-Life)
  • Investment Management
View Plans

Investment Planning

We assist you to build your own unique Investment Planning Solutions. This process contains a full analysis and expert advice.

  • Financial Independence (Return-on-Life)
  • Investment Management
View Plans

WE ARE WHAT WE DO

VISION To be the preferred financial advisory team in Namibia VALUES Our connection with clients is founded on LONG-TERM RELATIONS. PURPOSE We pride ourselves to provide expert Financial- and Risk Planning solutions for businesses and LifePlan solutions for individuals through holistic and transparent advice and services. We instill TRUST by means of INNOVATIVE and HOLISTIC financial planning backed by expert advice. We give SIGNIFICANCE to enterprises by EMPOWERING our clients to understand the financial risks in their businesses. We guarantee TRANSPARENT solutions which we present and implement with INTEGRITY to ensure the long-term profitable existence of our clients’ businesses. We place a high value on RETURN-ON-LIFE, without sacrificing return on investments. We work towards a “WOW” customer experience.
 We are not solely in the insurance business, serving people.... We are in the people business, SERVING ADVICE – of which insurance might be a solution.

VISION To be the preferred financial advisory team in Namibia VALUES Our connection with clients is founded on LONG-TERM RELATIONS. PURPOSE We pride ourselves to provide expert Financial- and Risk Planning solutions for businesses and LifePlan solutions for individuals through holistic and transparent advice and services. We instill TRUST by means of INNOVATIVE and HOLISTIC financial planning backed by expert advice. We give SIGNIFICANCE to enterprises by EMPOWERING our clients to understand the financial risks in their businesses. We guarantee TRANSPARENT solutions which we present and implement with INTEGRITY to ensure the long-term profitable existence of our clients’ businesses. We place a high value on RETURN-ON-LIFE, without sacrificing return on investments. We work towards a “WOW” customer experience. We are not solely in the insurance business, serving people.... We are in the people business, SERVING ADVICE – of which insurance might be a solution.

THE PROCESS THAT WE APPLY WHEN DEALING WITH CLIENTS CAN BE BROKEN DOWN INTO SIX BASIC STEPS: View Steps

  • 51 On Lazarette, Unit 8, Julius K Nyerere Street, Windhoek Namibia

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