FINANCIAL Planning
Financial planning is an ongoing process, which is focussed on addressing a business or individuals financial decisions. This is done to help you make better choices on how you spend your money. We will evaluate your current financial choices and align them to your future objectives.
We do this by addressing the following:
- Investment planning
- Retirement planning
- Life & disability benefits
- Wills & trusts
- Risk management
- Employee benefits scheme (pension & provident schemes)
- Medical aid
- Estate planning
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