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EXECUTIVE FINANCIAL ADVISOR
Services
Helping you plan your financial portfolio for a safe and secure tomorrow
Financial Planning
A carefully developed and holistic financial plan is crucial in providing a clear and robust roadmap to achieve a secure financial future. Together with you, we assess your current and future needs and curate the various investment and financial planning options available that suit your requirements.
Through our 6 step process, we assess, gather, analyse, develop, and continuously monitor your financial details to ensure your financial future is secure.
Retirement Planning
We help you develop a dynamic retirement plan that provides a comfortable and reliable income after retirement in the most tax-efficient manner. Based on the date of your retirement, we assist you to invest in the best annuity to meet your needs.
By taking into account the effects of inflation, increased medical costs, and improved life expectancy, we help safeguard your future by designing a retirement plan that eliminates any potential income gaps to give you sound peace of mind.
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Investment Management
A clearly defined and developed investment plan is your key to securing a safe and reliable financial future for yourself and your family. Working closely with you, our investment planning experts help you establish and prioritise your goals that help build wealth for the future.
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We have access to the best quality investment options and products available to meet your personal needs and requirements. We offer fully transparent and collaborative investment planning aimed a providing you with security and growth.​
Financial Management
Our financial experts assist you with all of your financial management needs, including tax requirements, budgeting, and cash flow and debt management. We help you identify your current assets and liabilities and assist with planning and coordinating your financial affairs in order to provide you with a holistic overview of your current financial portfolio.
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Let our financial management specialists help you keep your finances running smoothly without hassle.
Personal Risk Planning
We cannot predict when death, disability, or dreaded disease are going to strike. However, we can plan for the financial consequences of such ill fortune. A robust Personal Risk Plan starts by reviewing what your needs are and evaluating any potential shortfalls should one of these unfortunate events occur.
It is crucial to plan for personal risks in order to protect yourself and your family against life's uncertainties with adequate financial provision and peace of mind.
Medical Aid Plans
Are you prepared to fund your healthcare costs out of your own pocket or rely on State facilities? The average person incurs 80% of their lifetime medical expenses over the age of 40, and 49% after the age of 65. The consequences of not having the correct amount of cover in place can mean being forced to sell the family home or seriously depleting retirement savings.
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Let our experts critically review your current medical aid benefits and potentially offer more comprehensive medical cover tailored to your needs.
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Wills, Trusts, and Estate Planning
Ensure all of your personal and financial affairs are in order to allow for seamless transition of responsibilities and priorities when the time comes. We help you draw up and maintain your will to provide continued security for your loved ones.
Additionally, setting up a family trust can be an extremely useful tool in your personal financial plan. We collaborate with specialist legal and tax advisors to make the necessary arrangements.
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Business and Corporate
In addition to our personalised financial and investment services, we also offer business assurance and corporate benefit offerings to businesses big or small. There are many factors and elements to be aware of when operating a business, so let our specialists help you manage your business insurance needs.
We help you mitigate corporate risks and provide options for corporate retirement schemes.