“Financial planning is not only about the brand, mission or vision, it’s about trust, solid relationships, personalised service and delivering on promises.”
FINANCIAL PLANNING SERVICES
Being independent enables us to partner with all the reputable financial service providers as we do not have to use the products of one particular service provider. This translates into us being able to offer you solutions and products with your needs in mind. There are no incentives to offer any one product above the other.
Personal Financial Planning
Personal financial planning is the first important step towards financial well-being. A good financial plan coupled with sound financial advice will help make your financial future more manageable. Personal financial planning focuses on providing financial advice for businesses and individuals.
It covers but is not limited to the following:
- Budgeting
- Financial goal setting
- Retirement planning
- Local and offshore investment advice
- Emergency funds
- Education plans
- Risk management (insurance, income protection, severe illness benefits)
- Medical Aid and gap cover
- Portfolio monitoring and annual reviews
Business Financial Planning
A well-looked-after employee is a loyal employee and we assist with recommending Group Life schemes for businesses.
These schemes cover the following
- Retirement options
- Life Insurance
- Temporary and permanent disability cover
- Severe Illness cover
- Funeral cover
LATEST NEWS
The Other Mind in the Room
By Duggan Matthews, Chief Investment Officer, Marriott Investment Managers The fifth article in a series on what AI means for investment management. The earlier pieces argued that as AI commoditises analytical capability, investment advantage increasingly shifts to...
Why Cash Feels Safe (But Isn’t Always)
The hidden risk of holding too much money in cash over the long term. There is something incredibly comforting about cash. You can see it. You know exactly how much you have. It doesn't fluctuate from one day to the next, and it never appears to lose value overnight....
That Retirement Village… Nine Years Later
Why I'm More Convinced Than Ever That Planning for a Retirement Village Matters In 2017, I wrote a newsletter titled That Retirement Village. It turned out to be one of the newsletters that generated the most responses from clients. At the time, it was about planning...
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