HELPING YOU PLAN FOR
LIFE CHANGING EVENTS
Corporate Benefits
Your employees are part of your business and well-structured employee benefit programmes encourage engagement between employers and employees.
Heading the list of must-have benefits is medical insurance, but many job applicants also need pension benefits, life & disability insurance...
As a financial advisor with 19 years of experience within the financial services sector, I am registered as a representative at Houston-Brown and Jackson (Pty) Ltd and certified with the medical schemes council of South Africa. My training and experience has equipped me to offer sound financial planning advice to both corporates and individuals.
More than just the sum of my experience, I always strive to build a relationship with my clients that allows me to better implement the six steps of financial planning, as outlined by the Financial Planning Institute. This is a holistic and ongoing process, which assists in designing a financial strategy for my clients that can help them realise long-term financial security, and provide them with the freedom to achieve their dreams and life goals.... Read More
ABOUT ROBERT
FINANCIAL PLANNING PROCESS
The Six-Steps of the financial planning is designed to help the advisor and client understand the process and expectations between both parties.
I aim to develop a relationship with you and to understand your financial goals and then implement an appropriate strategy with ongoing service to ensure that your goals are achieved. Working together, adjustments can be made throughout your life-cycle changes. The development of a prolonged relationship with your advisor builds a trust between both parties, once that trust is formed further interactions become a smoother process for both parties.
Some of our Partnerships
