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Why Use
A FINANCIAL ADVISOR / PLANNER
I am Licensed and accredited Independent Financial Advisor (IFA), Netsure Financial Consultants and myself hold contracts with all the major Insurers, Investment Houses and specialise in financial planning, risk protection and wealth creation for all insurances and investments (local & offshore).
I pride myself in my approach of Holistic Financial Planning, this approach encompasses all aspects of financial planning and advice from Investment and Retirement Planning, Risk Protection, Estate Planning to Wealth Preservation, Medical Protection, Trusts to Wills and Testaments. Please be assured of my best services at all times and complete client confidentiality.
Creating a Financial Plan helps you see the big picture and set long & short-term life goals, a crucial step in mapping out your financial future.
The right kind of financial advice can really make a big difference. It can help you:
Set your financial goals & achieve them
Make the most of your money
Feel more in control of your finances & your life
Avoid expensive mistakes
Protect your assets
Protect yourself and your loved ones
Financial advice can give you confidence that your future plans are achievable. If you're not on track to achieving your goals, financial advice can help you put the right strategies in place, or come up with more realistic goals, can secure your financial wellbeing & give you peace of mind.
The benefits to you:
Protecting the standard of living of you and your family
Protecting your earning ability against severe illness/accidents
Saving for your children's education
Saving for your retirement
Investing appropriately to achieve the best returns
Better managed portfolio
Implement a plan to achieve financial independence