Our Financial Services
As a potential Financial Planning Client, we will provide you with the following services:
1. 1x free consultation to meet you formally and get an idea about your current financial affairs and your goals and life plans and how you would like us to assist you
2. Once you have become a client of ours, we will do an in-depth review where we discuss your future life plans in more detail and match them to your current financial affairs.
3. A follow up consultation where we will co-build a holistic financial plan that incorporates your future goals and the building of a road map on how to get there. This step includes:
- savings targets
- debt repayment
- investment goals
- retirement planning
- risk planning
- estate planning
- tax planning
- Offshore Investing
4. We will provide you with ongoing support and advice as well as financial and life reviews as and when life events occur to track and review your progress.
5. We collaborate with Experts from various different fields such as Estate Planning Attorneys, Insurance Agencies and Tax Practitioners to ensure you receive the quality advice and service.
If you’re ready to receive practical financial planning advice to help you find clarity around your money and your future, then we can certainly assist you.