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FINANCIAL PLANNING

Comprehensive – Transparent – Logical – Intelligible

A financial analysis will determine whether your finances are addressing your immediate needs.

This could include:

  • Cash flow planning: We will help you to effectively manage your monthly cash flow
  • Risk management: We will conduct a risk analysis in order to protect you and your family against any unforeseen risks
  • Retirement planning: We will determine how much you need to save for your retirement in order to live comfortably
  • Estate planning: We will help you to prepare a will and can also set up the structures required to ensure peace of mind for your loved ones

The “4 eyes” principle:

Before we submit any proposal, it will be scrutinised by at least two advisors. We do this to ensure
that we provide you with quality advice in order to create maximum value. The fact that we charge
a professional fee for these services, confirms that our advice is independent and impartial and not
linked to product sales.

Contact Details

Tel:   021 948 4650
Fax:   021 948 4655

Address: 

Garis Business Centre,
Tygervalley Chambers 3
27 Willie van Schoor Avenue
Bellville
7530