As financial planners our first priority is our clients, and providing “best advice” through the process that begins with a thoroughly researched and factual financial report.
PERSONAL FINANCIAL REPORT
As required by the new FAIS legislaion act, financial advice may not be provided in isolation.
Your financial planner is therefore compelled by law to do a full financial analysis of you and your family’s position. This is done in order to provide you with a detailed report and to offer you the correct guidelines and information required to make an informed decision and achieve your financial goals.
- Wills and estate planning
- Advice & manage investment portfolio – zero commission
- Advise and structure life & disability zero commission
- Review risk & investment options as your needs change
- General policy administration &maintenance
- Budgeting – understanding your monthly spend
- Debt & financing reviews ie bonds, vehicles banking structuring
- And lastly – removing the Bull!!
ADITIOINAL SERVICES: ADDITIONAL
- Buy and sell business agreements
- Trusts (advice on structure & utilization)
- Personal financial report updates
- Policy schedule updates
- Short term policy comparison quoting
- Establishment of (Pty) companies, cc etc
- Tax returns
WHAT WE WILL DO FOR YOU
- Reduce your monthly spend by up to 20%
- Give you unbiased fact and only the facts
- Restructure your finances and interest rates\ look after your interests
- Create wealth for you
- Save you thousands and hundreds of thousands over time
- Guarantee savings
- Give you the facts that banks and insurance companies will never tell you
REQUEST A CONSULTATION
I would like more information on the services and solutions offered by Tailored Business Solutions. I understand that this is a "no-obligation" request for a consultant to make contact with me. My details are as follows: