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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.
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
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
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"