But one hundred years from now
The world may be a little better
Because I was important
In the life of another.
So, seeking help from a financial adviser like myself will be money well-spent because;
My clients and I form a partnership that works hard on decisions that will affect their money and savings issues.
It is easy as an advisor, to get caught up in helping clients accumulate and manage their financial assets; so that we forget that it is not what money is ...but what money does that is important!
I base my service to clients on helping them understand the path that they want their lives to take and then helping them consider the financial implications of their lifestyle decisions.
Life, Disability and Dread Disease Insurance - I can source the lowest cost cover, so you can protect both your income earning potential and your family's financial future in the event of death or disability.
Investments - I help my clients manage their assets, so that they will maximise the amount of money they have to enjoy the life they want.
Estate plan - I provide my clients with plans to let them grow, preserve and pass on as much of their assets as possible to those who are the most important to them.
Retirement - I give my clients access to vehicles that will let them build as much of a retirement nest egg as they can, so they will enjoy their futures.
Pension - I help structure secure income generating plans to enable my clients to fully enjoy their retirement years. This also involves lifestyle planning.
Severe Illness - I work with my clients to ensure that they understand some of the challenges of getting older and that they plan ahead to ease the burden of those that they love.
Medical Aid - I can help you find the best plan to suit your budget.
Markets are at best unpredictable, that's why I approach my recommendations with little emphasis over the short-term and focus primarily on the long-term. If you stay focused and committed to your plan, your chances of success increase dramatically, and that's the most sound advice I can give anyone!
My role is to facilitate the process of defining a financial strategy for you and your family.
I then recommend various solutions and investments options for you, based on your financial plans and goals.
What I will not try to do is to persuade you to make decisions; I will provide you with the necessary information and insight, so you you'll be able to make informed decisions.
If we work together in the spirit of mutual trust there is nothing we can't accomplish.
And, perhaps the most important thing is; you won't have to worry anymore!
You must consult the schemes/company product brochures and rules for comprehensive benefit descriptions.
We will offer you the BEST HELP FOR FREE!
Medical aid pays healthcare costs.
What if a disability STOPS your income?
Peter Pyburn - Authorised Financial Services Provider, fully licensed to render financial services since 1991. Death and Disability Planning; Retirement Planning; Investment Planning; Healthcare and Estate Planning. More...
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Last update: May 20, 2022