Individual Financial Services

Personal financial planning
Asset/Wealth management
Retirement planning
Risk assurance and estate planning
Assistance with financing of assets
Assistance with estate planning
Assistance with short-term insurance (Santam)

Corporate Financial Services

Corporate financial planning and services
Employee benefit consulting
Assistance with financing of assets
Assistance with short term insurance (Santam)
Assistance with contractors all risk (CEU)
Assistance with public liability (Santam)

About Financial Planning

Financial planning is the continuous process of planning and reviewing asset accumulation and insurance risks, conservation, eventual distribution and, of course, the use and enjoyment of the fruits of your labour during the different stages of your life. Financial Planning aims to provide financial certainty and clarity on your current and future Financial wellbeing.

Benefits of Financial Planning

Having a detailed financial plan provides a robust framework through which prudent financial decisions in all spheres of your financial life can be made. Like with most things in life, having and sticking to a plan allows you the best possible chance of success. In this instance it means achieving your life goals and long term financial security.

The Components of Financial Planning

Personal Financial
Management
Investment
Management
Risk
Management
Tax
Planning
Retirement
Planning
Estate
Planning

What is a Certified Financial Planner (CFP)?

The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it.