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Financial Planning
The Path to Success
SPECIALIZE IN HOLISTIC FINANCIAL PLANNING, WEALTH CREATION & PROTECTION FOR ALL INSURANCE & INVESTMENTS
CREATE YOUR FINANCIAL PLAN
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.
Services Include:
- Personal Financial Planning
- Investment & Savings Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Employee Benefits
- Medical Aids & Gap Cover
- Unit Trusts
- Life Cover
- Disability Cover & Income Protection
- Severe/Critical Illness Cover
- Short Term Insurance
- Wills and Trusts
- Pension & Provident Funds
- Group Schemes
For both individuals & companies looking to reach their financial goals, who want to create or protect their wealth, who are interested & serious about their finances & aim to achieve Financial Freedom
I offer complete Financial Needs Analysis/Planning & Recommendations as well as a comprehensive Financial Review annually, therefore all financial plans & protections stay up to date & adequate to your needs.
ANNUAL POLICY & PORTFOLIO REVIEWS
CHECK YOUR FINANCIAL PLAN’S COORDINATES
At Netsure we believe that every dream deserves a plan. We have already started the journey to create a tailor-made plan for you. The basis of that plan is underpinned by advice, which means the right advice at the right time in your life.
Because a plans evolve and change, it is critical to review your plan. Once your plan is created, it becomes a piece of your financial history. Therefore it is important to monitor your plan and tweak it from time to time so that it keeps up with your life style.
Life changes, legislation changes and so will your financial plan.
It is important to understand the risks associated with not reviewing your financial plan. Some of the risks are:
- Your circumstance can change having an impact on your financial plan and provision you have made, e.g. increasing your bond and not changing you risk cover covering the outstanding balance on your death / disability
- Acquiring new assets and not updating your short-term insurance can at claims stage cost you extra money out of your pocket.