- You have the services of a CERTIFIED FINANCIAL PLANNER®
- We are trusted advisors, not salespeople.
- We do not have Insurance Sales Targets
- Should you need insurance, we will not accept commission .
- During our first meeting we identify YOUR GOALS, YOUR ISSUES
- The Financial Roadmap we design is based on YOUR VALUES
- Our advice will always be objective
- We are rewarded via advisory fees; there are no hidden costs
Most importantly:
- When you phone, our client liaison officer answers your call - you do not have to deal with a call centre.
- We use the Internet when working with clients who are unable to travel to our offices.
Nico Kleynhans - CFP Licensee TM (DMS) Dip Fin M.
Member of Proudly SA
Cape Chamber of Commerce
Council of Medical Schemes.
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