Financial Planning

Financial Planning is about identifying and prioritising your needs and providing solutions that will meet those needs.

Our financial planning solutions include

The Process: Our financial advisors follow our 6 step process.

  1. Establishing and defining a professional relationship
  2. Gathering data, including goals and financial position
  3. Analysing and evaluating your financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing the agreed financial plan
  6. Monitoring the financial plan

The Benefits

  • Maximising your wealth during your lifetime
  • Attaining financial independence after retirement
  • Reducing debts
  • Providing for emergencies
  • Achieving your lifestyle goals and objectives
  • Making sure that everything is in order in the event of your death
  • Reducing the effect of taxation
  • Enabling you to manage your finances on a daily basis
  • Empowering you to make the right financial choices