Loading color scheme

We care about your financial self defence ... shouldn't you?

 

We are able to meet with clients new & old

through on-line meetings or via the phone.

We can do applications with electronic signatures.

What we do for our clients!

Initial Meeting

  • We normally meet at your home where you are more comfortable but due to Covid-19 we can meet with you virtually over a web meeting or via the phone.

  • We get to know you and you get to know us

  • We collect information about you to perform a complimentary, confidential Financial Goals Analysis

  • We book a follow up appointment to provide with a road map to meet your goals and dreams

Your Financial Road Map

We present to you a detailed presentation outlining the following:

  • Your net worth

  • Income protection / insurance requirements (life, disability & critical illness)

  • Your financial independence number & retirement saving needs

  • Saving for your children's education

  • Debt reconstruction

  • Wills & Powers of Attorney

Follow Up

We follow up with you regularly

  • When you receive your investment statements

  • When ever you have questions

  • When you find you need to make changes to your "Financial Road Map"