Its 2015 and I am sure many of us would have made a beginning with new aspirations, new energy and new ideas. Each one of us aspire to have a much better personal and professional life and so we would have planned for improving them this year. But without improving your financial life well-being is difficult to achieve.Financial dissatisfaction are one of the biggest causes of major health issues.
We have been assisting you to meet your financial objectives through our dedicated services. In this New Year we wish to work with you in improving your financial life so that you can lay a strong foundation for a secure future. To accomplish this objective we are introducing new services and are bringing new offers in the beginning of year 2015. These services with more value add in the same cost will ensure you can begin the New Year with much needed planning of your finances.
New Services
Consultation
We understand you may have a limited requirement to be met. Our consultation services will offer you limited advice at limited cost. Here, you can raise your query on any aspect of financial planning and seek an advice to resolve it. The planner will seek information from you to analyze your query and will provide suitable strategies for resolving it. Our consultation services starts at R 5000 and will cover any one or more of the following aspects-
- Investment Planning which includes existing investments review
- Insurance Planning
- Only Child Future Planning
- Only Retirement Planning
- Only Tax Planning
The Financial Pulse- A Complete Financial Health Checkup
The Financial Health check-up is now The Financial Pulse and has come with more value add to you. The programme will analyze your current financial situation and will offer you appropriate strategies to achieve your financial objectives. It’s not a detailed financial plan but will still cover all the elements. Read here what we will cover in the financial pulse:
We have also enhanced the assistance to 12 months to help you understand your financial plan better. The cost for this your financial health check up is R 13999 but you can avail it at special rate of R 9999 till 26th January 2015.
Financial Planning Services
This is our detailed financial planning services where we do regular reviews and monitoring to ensure you stay on course with your financial plan. Its the services where we have long tern engagement with our clients. If you are seeking this kind of relationship you can avail our special offer for this new year till 26th January 2015. Read below to know what value add you are getting in the same cost-
Improve Your Financial Life in New year
Workshops
Financial education is our primary mission because we believe no individual can thrive unless you yourself are financially literate. To achieve our mission we have introduced host of workshops imparting you good enough understanding on various aspect of your personal finance. Benefits of these workshops can also be availed in small groups. Read what we will cover in our workshops –
Special Needs Financial Planning
We are inclined for working with Special Needs Families and have been initiating various services to assist them. If you are one of them The New Year is a good time where we can connect as we have initiated host of services, from consultation to free workshops, customized especially for families like you.
There is no reason to delay financial planning. New year is a good beginning to resolve your financial issues which you would have carried form last year. We wish to work with you and so will be keen to answer your queries before we engage with you.
So don’t stop here. Take the right step in the beginning itself and schedule your free initial consultation to understand our special offers.
Post Disclaimer
IMPORTANT DISCLAIMER!
This and All the other Articles/Videos on this blog are for general Information and educational purposes and not to be taken as an Investment Advice. Any Action taken by Readers on their Personal finances after reading our articles or listening to our videos will be purely at his/her own risk, with no responsibility on the Writer and the Investment Adviser. Registration Granted by SEBI, membership of BASL and Certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.