ABOUT

OUR ADVICE AND SERVICES ARE BUILT ON THE PILLARS OF:

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Integrity

Personal service

Mutual respect

Long-term relationships

Value Proposition

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SPECIALIZED

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Each team member is a specialist in their own field when it comes to offering you advice and service. Our advice and service is accurate and tailor- made.

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FOCUSED

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Our advice and services focus on the specific needs of your profession, the different fazes you go through and guidance in setting up your practice.  We want to guide you to financial independence.

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DEDICATED

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We travel on a national level, have international electronic connections and we easily available for you convenience. We also have the latest technology in order to offer you the best possible service.

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EXPERIENCED

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With a combined experience of more than 80 years and relevant professional post-graduate qualifications in financial planning, economy, law, and administration, we can effectively help with your unique financial requirements.

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PERSONAL SERVICE

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We stay in contact with our clients and develop long-term personal relationships. You can expect to be updated regularly regarding changes that may affect your financial situation.

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SUITABLE ADVICE AND FREEDOM OF CHOICE

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We are in a position to render a suitable advisory service and give our clients the freedom to choose between different product suppliers to address your financial needs. Since we are independent and can offer you the products of several companies, you can be assured that you will receive objective advice. Succession Financial Planning (SFP) is our FSP (Financial Services Provider) and acts as a compliance officer backing our advice. SFP underwrites our professional accountability.

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PROFESSIONAL EXPERIENCE

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We are committed to working with you to determine the areas in your financial situation that need to be developed and to implement a number of practical initiatives. In this way, we can manage your finances successfully in the future.

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BUSINESS PROCESS:

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INITIAL CONTACT

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Seminar and data gathering.

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FACT FINDING

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During the interview we will get to know each other. Your questions will be answered and we will provide financial advice concerning the student package.

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IMPLEMENTING

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We assist you in completing the necessary application forms concerning the student package and sending it to the relevant product providers. We also assist you in providing the necessary requirements and keep you informed of the application progress.

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GRADUATING SEMINAR

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Before your final exams a financial advice seminar is held concerning professional financial planning,remuneration package, medical aids, taxes, etc.

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DATA ANALYSIS

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With the information available to us we identify the aspects of your financial needs. We analyse every aspectin order to provide a strategy addressing your immediate needs and consider all the available options torealize your future dreams and to obtain financial independence at all times.

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RECOMMENDATIONS

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We prepare a document that describes your financial position in practice and an analysis of your needs and goals. This document includes product proposals that will realize these needs and goals as well as explaining all the relevant compliance requirements.

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IMPLEMENTATION

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We explain the different aspects and answer any questions you may have. We make sure that you are comfortable with the recommendations and get your permission to implement it. We assist you in completing the necessary application forms and send it to the relevant product providers. We also assist you with providing the necessary requirements and keep you informed of the application progress.

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REVIEW

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We will contact you annually to review your Financial Plan. The aim is to make sure that it keeps up with your changing needs and personal circumstances in life.

Solutions for your financial needs are what drive us. We have a sustained history of success, which we achieved through our knowledge of markets, products, and companies. But it is our firm belief in a personal, caring and dedicated relationship with our clients that is our true success.