Financial Planning is the process of gathering all pertinent financial information, examining your financial status, setting goals and then engineering a coherent, effective solution designed to help you achieve those goals. We tailor personal solutions, meticulously crafted to fit you and your family.
Accurate Financial Planning is essential in ensuring that there are no surprises for you and your family, we believe that an effective Financial Plan looks far beyond your current means, and takes all possible eventualities into account:
- Have you made sufficient provisions to take care of your family in the event of death?
- Have you taken estate taxes and succession planning into account for any life event?
- Have you made sufficient provisions in the event that you are unable to work due to disability or disease?
- Are you on track to retire as planned?
Successful financial planning relies upon a lot more than just Life / Disability cover. Statistics also show that a staggering 90% of South Africans are unable to retire independently, which is why our specialists have made Retirement Planning part of our focus in Wealth Management.
Contact The Wealth Engineers today, to unlock true growth and value.