What we can offer you

What Does A Financial Planner Do?

A financial planner is someone who uses the financial planning process to help you figure out how to meet your life goals. The planner can take a `big picture` view of your financial situation and make financial planning recommendations that are right for you. The planner can look at all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and death, disability and severe illness cover.

Or, the planner may work with you on a single financial issue but within the context of your overall situation. This big picture approach to your financial goals sets a financial planner apart from other financial advisers who may have been trained to focus only on a particular area of your financial life.

The financial planner is the best friend you need to advice you on ways of achieving financial goals. He is a client-oriented professional who works in the best interest of customers.

When you have a professional relationship with a planner that does not mean that he replaces other professionals such as lawyers or accountants.

A planner is a coordinator who works with others in making the planning process work.

igreja angradosreis


Products and services that we offer:

  • Planning for obligation in the event of death.
  • Planning for obligation in the event of disability.
  • Planning for obligation in the event of accident or trauma.
  • Planning for retirement.
  • Planning for savings for a specific need / goal.
  • Funeral and final expenses.
  • Provision for emergencies.
  • Protection of assets.
  • Healthcare.

Quick Enquiry

Complete and submit

Contact Us

Tel and address information

Office information:

Fairview Office Park
Regus House
First Floor
66 Ring Road
Port Elizabeth


Contact details:

Tel:  (041) 363-0484
Fax:  (041) 363-0483




Our Location

Google Map

OK / Close