But one hundred years from now
The world may be a little better
Because I was important
In the life of another.
WHY USE ME?
Have you tried to get effective, personal and caring service from a call center?
I am NOT a call center - phone me and you speak to me directly!
Almost always with no wait! So you decide.
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.
To effectively accomplish my financial planning approach, I insist on fully understanding your life plan first.
At our free initial meeting you will be taken through a process that will help you share your important life goals with me, so I can better understand how to create a unique financial plan for you.
I trust you will find my emphasis on tying your money to a much larger life-planning picture, to be more relevant in helping you reach your life goals.
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.
To empower you to make your own financial planning decisions and through that process, make you a better investor - improving your life.
After all, it's your money; that's why I take the time to understand what exactly it means to you.
I can then recommend strategies as carefully as I would with my own.
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!
What to expect from your appointment.
I will need to ask some questions and need to see certain documents, like tax returns, your company pension plan, your investments, policies, will and so on.
Without them I cannot do a thorough, personalised analysis for you.
I need to understand what you value in life and where you wish to be in the future.
Your long and short-term goals, what you want in the future that you do not have today, what financial protection you have in place, what your risk appetite is, what you want in retirement and more.
What to expect from your analysis.
You will know where you are today and what you need to consider to grow and protect your wealth.
You will have an indication of the risk you will feel comfortable taking and what type of investments and assets you can consider to balance your risk, reward and time frames.
It will identify concerns and threats that could affect your future and recommend strategies to address these to protect both you and your loved ones. Death, disability, illness, tax and inheritance planning.
It will be a personally customised plan to ensure you Immediately benefit. It will set out the steps you can take to move forward and how to monitor your progress.
I post regular articles concerning many aspects of your financial life, from managing debt to investing in unit trusts, to medical aid. Please visit my FACEBOOK page.
Don't leave your concern here. email me for advice - no obligation!
Medical aid pays healthcare costs.
What if a disability STOPS your income?
Last update: June 2, 2021
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