WHAT IS A FINANCIAL ADVISOR?

I work directly with clients to gather data, determine their financial goals, develop a plan, and then monitor the plan to make adjustments along the way to ensure that the client can grow their wealth and react to the market.

Financial advisors discuss many personal finance topics with their clients, including debt management, savings objectives and strategies, and personal and family budgeting. They also discuss investment strategies, estate planning considerations, protection planning through insurance, and retirement accumulation and distribution tactics. Each of these aspects plays a role in an individual's overall financial well-being, so financial financial advisors may have a substantial impact on a client's financial future.

SERVICES


Saving plans
You want to save money, but you don't know how? We make sure that we analyse your financial situation. After that we will make a strategy on how you can save money.

Investment strategies
You want to grow your savings, cash or wealth, but how? We sit down with you to find out what is the most suitable way to make your money grow. 

Pension / Retirement Planning
We are qualified to assist you in setting up your retirement plan. With the main focus to ensure that you secure your future retirement funding. 

Children Education Planning
We are able to provide you with the right advice on how to save in an education plan for your children to secure the bright future they deserve.

Personal Life Insurance 
We can help you choose from our wide range of life insurance products in order to protect your family`s income against Life`s uncertainties. Whether it`s Loss of Life, Critical illness or Disability.

Mortgage and Other Liabilities Insurance
Getting a bank mortgage loan can be a hectic endeavor. Let us help your protect your mortgage with our competitive priced mortgage and liability insurance packages, so you can benefit from quicker processing and a wider range of providers to choose from.

Portfolio Management 
Grow your wealth over a time horizon of your choosing through different investment platforms we recommend to you, offering exceptional flexibilities, and a wide range of award winning funds that we have earned the trust of the global financial industry.

Key Man and Partnership Insurance 
Having deep understanding of the financial industry and its state of the art expertise, we are well equipped to assessing your company needs in terms of protecting your business through insuring the lives of your key people and setting up put/call option agreements to safeguard partnership structures.