Our first and main objective is to act in the best interest of our clients.

We make use of the six-step financial planning process as prescribed by the South African Financial Planning Institute (FPI).

Here follows an explanation of these steps:

  1. We establish and clearly define the professional relationship between ourselves and the client so that each party’s expectations are managed.
  2. We gather the necessary information about the client’s financial position and assist the client to formulate realistic financial goals.
  3. We use the information above to analyse our client’s financial position.
  4. We prepare and present our solutions and recommendations to the client.
  5. We partner with the client to implement the selected recommendations.
  6. We review and monitor our client’s financial position and planning strategy annually.

All the necessary measures are implemented to ensure that we execute this process with the utmost skill, care and diligence.

Financial Planning Process