“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
7 Essential Money Rules to Follow by Age 25 for Financial Success
By the age of 25, you’re likely earning your own income, paying some bills, and starting to plan for the future. This is the ideal time to build smart financial habits and avoid costly mistakes. These seven straightforward money rules can help you stay on track, and...
How Fit Are You Financially?
Your financial health is just as important as your physical health. Yet, while many South Africans work hard to stay fit and eat healthy, they never take the time to check whether their finances are in good shape. Part of the reason may be because it's difficult to...
Markets are moving – but you don’t have to
If you’ve been watching the markets—or even just the news—you’ve probably felt the heat. Trump-era tariffs are back in the headlines. Global markets are shaky. And here at home, South Africa’s Government of National Unity (GNU) is making waves. It’s a lot—and it’s...
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