Financial Planning

Service Description

As an independent Financial planning organisation, we have contracts with all of the major insurers and investment companies. Our Financial Planners and para planners are highly qualified and hold the relevant accreditations which are necessary to provide sound financial planning advice. Each client obtains a tailor made solution specific to their requirements, circumstances and risk profile. Coupled with an in-house Compliance Manager to ensure adherence to the FAIS Act and General Code of Conduct, we pride ourselves on being able to offer all our clients superior service and objective, independent advice. Following the international trend of utilising Discretionary Fund Managers (DFM) we have partnered with Rutherford Asset Management to compile and manage model portfolios. Services to our clients include: - Analysing their financial situation in terms of insurance and investments - Recommending appropriate products to address the shortfalls identified - Ensuring clients have sufficient risk cover relating to life insurance, disability, severe illness and all related products - Ensuring clients are not over insured and are receiving the best value for money on their premiums - Providing client policy schedules and portfolios - Face to face client meetings - Annual reviews - Assistance with claims