Life goals change almost as often as the weather in Cape Town. We meet with you regularly to review your goals and financial plans.
Two ways to do your review:
- Face-to-face in our offices (physical meeting)
- Sitting in bed at home, drinking cocoa (virtual meeting)
For option 1, we contact you to set up a suitable meeting time.
For option 2, (you need a broadband and a laptop) we contact you to set up a suitable meeting time (7 am - 10 pm SA time, Monday–Saturday). We project visuals onto your computer monitor, while you speak to us on SKYPE . As soon as the session ends, we email you copies of all relevant documents. So, South Africans living in London, Texas or Johannesburg can have the same service as a local in Cape Town.
