Ready for anything
Succession Planning Solutions
Plan today for the life you want tomorrow.
"Your time is limited, so don't waste it living someone else's life."
Steve Jobs
Ready for anything
Plan today for the life you want tomorrow.
Succession Planning Solutions is a trusted Namibian financial advisory firm helping individuals, families, and businesses plan for a secure financial future.
We believe that every risk is worth taking as long as it's for a good cause and contributes to a good life. Our team provides personalised financial planning, insurance solutions, and investment guidance tailored to your unique circumstances.
With deep expertise across short-term insurance, life cover, investments, medical aid, and business assurance, we are your partners in building lasting financial wellbeing.
Helping you choose the right products to create a portfolio that will fit the life you want to plan.
Create a comprehensive financial plan that accounts for your income, obligations, and goals. We help you draft a budget, prioritise debt, and build towards the future you want.
From unit trusts and ETFs to retirement annuities and tax-free savings accounts, we guide you through the right investment vehicles for your timeline and risk appetite.
Protect your earning capacity and your family with life cover, disability insurance, and medical aid solutions. If you can't earn, your savings goals stop too.
Protect your monthly income if illness or injury prevents you from working. We help structure income-protection cover so your household, business and savings plans can keep moving.
Structured business assurance, key-person cover, and succession planning for business owners. Protect what you've built and plan for continuity.
Comprehensive employee benefit solutions including group life, retirement funds, and medical aid schemes to attract and retain talent.
Ensure your legacy is protected. We assist with drafting wills and structuring your estate to provide for your loved ones.
A clear, visual starting point for confident decisions about your money, protection, goals and possibilities.
Dedicated professionals committed to your financial wellbeing.
Leading Succession Planning Solutions with a passion for helping clients achieve financial peace of mind through personalised advisory.
marius@succession.com.na
Expert in short-term insurance solutions, helping clients protect their assets with the right cover at the right price.
erwin@succession.com.na
The backbone of our operations, ensuring smooth client service and professional administration.
Updated regularly to keep you informed about your finances and wellbeing.
Money can be a scary thing. A good advisor helps you gain peace of mind and control over your financial plan, choosing the best options and sticking to your goals.
Start with referrals, identify the right type of advisor, understand their investment approach, and know their affiliations. You're the captain of your finances.
Create a plan, choose the right investment options for your timeline, and protect your earning capacity with the right insurance cover.
Marisol is attentive and possesses an incredibly high working knowledge. She is consolidating my debt, managing my personal budget, taking care of my savings, medical aid, life cover. Every aspect of my personal financial planning she manages and does an incredible job at it.
After reviewing our portfolio, Marisol Basson managed to lower our premiums and that made it possible for us to take out another investment policy. Quick and easy! Thank you for your professional and super friendly service.
Marisol is not only great at her job but an outstanding human being.
Top service! Professional and reliable!
Thank you for your super service!
Windhoek, Namibia
Monday - Friday: 8:00 - 17:00