Financial Plans

Assisting clients in identifying their financial planning goals and implementing the necessary products and strategies to achieve those goals and dreams.

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This is a once-off service with an accredited independent financial advisor and includes a tailored personal financial plan and implementation thereof for you to manage yourself.

The process would entail gathering information, including your current financial position and well as your goals and objectives. We would then analyse and evaluate your current financial position and
then develop your financial plan. We then present the plan to you and, after making the adjustments required by you, implement the plan for you to manage yourself.

The cost structure for this service would be a once-off fee of either:

R 4000.00 for individuals with investment assets under R 500,000.
OR
R 7000.00 for individuals with investment assets of between R 500,000 and R 2,000,000.

For investment assets greater than R 2,000.000.00, please enquire directly with us for a possible tailored solution.

The plan deals with saving for retirement and other investment goals. It provides solutions for you and your family in the event of death, disability and critical illness, basic budgeting and your debt. The plan also provides recommendations as to which products and investment options to use. The plan will then as mentioned be implemented for you to manage yourself.

Experiences

Ons was redelik ontmoedig deurdat “Finansiële Raadgewers” net raad gee om hul eie sak te pas……..totdat ons vir James ontmoet het. Hy luister behoorlik na wat jou behoeftes is alvorens hy weldeurdagte oplossings bied wat finansiële, regs en belastingimplikasies in ag neem. Ons het al ons polisse en beleggings na James toe geskuif omdat hy pro-aktief na jou belange omsien. Ek kan met vrymoedigheid James se dienste aan enigiemand aanbeveel.

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Fred & Petro

CEO & Retired