Basic Financial Plan - R3500 ex VAT

Congratulations on your recent marriage or the arrival of your little bundle of joy! As you embark on this exciting chapter of your lives, it's crucial to lay a strong foundation for your financial well-being.

With our expertise in financial planning, we specialize in helping newlyweds and young parents like you gain clarity and confidence in managing your finances. We offer personalized services designed to align with your unique circumstances and aspirations. Our goal is to empower you to make informed decisions and achieve financial stability, both now and in the future.

  • Financial Needs Analysis: You tell us what your goals are, what you have in place already and we will use our tools to establish what tweaks must be made or we need to start looking at major changes, new policies and investment strategies.
  • Assistance with making decisions setting goals and creating priorities! 
  • Budgeting
  • An action plan with your next steps to take.
  • A 30 day and 90 day follow up to check if you need any assistance.