What financial plan have you got in place? Financial planning is often not considered important until it is!
As a senior mentor for the Hereford Group (I have been in the industry for 10 years), I specialise in Financial Planning. Hereford is an affiliate of Liberty, who have been the number one Insurance Company in South Africa for the last 17 years. At Hereford we offer our clients a holistic approach to financial planning.
With this in mind - I have been conducting a financial needs analysis with my current business clients and have realised that most haven’t saved enough for retirement or their whole portfolio has not been updated or reviewed for a while and I realise that this is an issue throughout South Africa.
What I would like to do is sit down with you and we can do an (Obligation-Free) Financial Needs Assessment where we will be able to accurately gain your current financial position and see if your money is being used in a way that optimises your income and minimises your tax.
My goal is to help you manage your money in a way that it works for you, rather than you working for your money.
I would really value the opportunity to meet with you to introduce myself in person and give you a presentation of what I can offer you in terms of your future financial planning.
My belief in financial planning is this – preparing to ‘Leave A Legacy’ for your family to hold onto!
Back To Top