FINANCIAL SERVICES PROVIDED
PRODUCTS
* Life, Disability and Servere Illness cover
* Estate planning
* Retirement planning
* Business Insurance
* Investment planning
* Local and Offshore Investments
* Groupschemes
* Property sindications
* Medical schemes/Hospital plans
* Estate planning
* Retirement planning
* Business Insurance
* Investment planning
* Local and Offshore Investments
* Groupschemes
* Property sindications
* Medical schemes/Hospital plans
COMPREHENSIVE PLANNING AND ADMINISTRATION SERVICES
* Wills
* Trusts
* Deceased Estates
* Bond applications (homeloans)
* Letting agency (ONLY RENTALS)
* Debt Councelling (SA DEBTSAVERS)
* Trusts
* Deceased Estates
* Bond applications (homeloans)
* Letting agency (ONLY RENTALS)
* Debt Councelling (SA DEBTSAVERS)
CLIENT FINANCIAL NEEDS ANALYSIS CONDUCTED
WE FOLLOW THE 6 STEPS IN THE FINANCIAL PLANNING PROCESS:
1. Establish and refine relationship with client
2. Collect client's information
3. Analyze and asses client's financial status
4. Develop financial planning recommendations and present to client
5. Implement client's financial planning recommendations
6. Monitor financial planning
2. Collect client's information
3. Analyze and asses client's financial status
4. Develop financial planning recommendations and present to client
5. Implement client's financial planning recommendations
6. Monitor financial planning
EXAMPLE : FNA or
Comprehensive Analysis
| fna_short_english.pdf |
| compr_fna_afr.pdf |
