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6 STEP PLANNING PROCESS

Step 1

 Identify and establish client relationships

•  Current clients  •  Referrals  •  Marketing activities

Step 2

Data Collection

Monthly Cash Flow

Assests and Liabilities

Step 3

Data Analysis

Cash Flow Planning

Risk Management

Retirement Planning

Estate Planning

Step 4

Presentation

Our Process
Our Process
Our Process
Our Process

Step 5

Implementation and Support Services

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NOSTiC Cashflow Management Program

Our Process
Our Process
Our Process
Our Process
Our Process
Our Process
Our Process
Our Process
Our Process
Our Process

Testament
Trust
Company
Partnership

Our Process

Adfinity Health

Multi Insurance

Supporting Services

Our Process
Our Process
Our Process
Our Process

Step 6

Monitoring and Review

Client Services

Quarterly Statements

Yearly Reviews

Our Process

Contact Details

Tel:   021 948 4650
Fax:   021 948 4655

Address: 

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