Best, Licensed Independent Financial Adviser and Insurance Broker
Why use me as a professional financial adviser?One hundred years from now
It will not matter
What kind of car I drove
What kind of house I lived in
How much money I had
Nor what my clothes looked like.
But one hundred years from now
The world may be a little better
Because I was important
In the life of another.
I am an Approved Financial Life Advisor/Broker. (FSP Licence # 2995.)
I am registered with Masthead, Financial Intermediaries Association, Council for Medical Schemes.
We all have goals in life, whether you actively pursue them or not.Goals as different as loosing weight to a wealthy retirement.
Throughout your life, you will make decisions that affect your lifestyle both today and in the future. That comes with some sort of financial implication.
I work with my clients to help them understand the financial implications of those life decisions they make.
TOGETHER we build a personal financial plan to reach the goals they have have.
Why use me?
Have you tried to get effective, personal and caring service from a call centre? Did you succeed?
I am not a call centre - phone or WhatsApp me and you speak to me directly! Almost always with no wait!
And I'll bet my Life, Disability and Dread Disease premiums are better than any other quote you get!
Should You Do Your Own Financial Planning?
The Internet is full of self-help calculators and advice on personal financial planning.
Whilst it will be of great benefit for you to read up on the subject, too much information can also be as stressful as no information at all!
If you are serious about financial planning, you need to create a sound foundation.
If you do not start your plan carefully, you will land up with problems later on.
So, seeking help from a financial adviser like myself will be money well-spent because;
- You can't possibly have the knowledge a professional financial planner has. After all it is his or her career and with the new legislation in place, you can be assured the information you get is sound.
- A second opinion costs very little, but without it could cost you a lot!
- You may not have the necessary time to spend on researching your plan.
There are many aspects you need to consider and to learn about them, then implement them takes a great deal of your time, time you can far better spend elsewhere. - You want to formulate a plan, but don't know where to begin.
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.
My goal is to help you build and preserve your wealth.
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!
If this is the type of financial advisor you want to work with, then CALL me today!
I post regular articles concerning many aspects of your financial life, from managing debt to investing in unit trusts, to medical aid.
Simply contact me and and let's see how I can help you.
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: October 3, 2024