Financial planning isn’t only about facts, figures and market returns. It’s a process that we follow to give you financial wellness which re-frames your wealth and perceptions to add meaning and joy to your life. Financial wellness provides you with a sense of security and very significantly, freedom of choice. Here are some of the ways that demonstrate our commitment to your financial wellness.
We utilize only the best
In 2015, we decided to collaborate with Fundhouse, an investment consultancy whose core values we quickly identified with. Together, we can ensure that our clients benefit from the rigour of top local and international investment analysts. Fundhouse allows us to focus on what we do best, which is to provide you with a comprehensive financial planning service and to guide you in your decision making through good and bad times.
We fight lifestyle creep with auto-escalation
We’re very aware of the dangers of lifestyle creep, which is a self-generated inflation rate which occurs when investors become more successful and start believing that unnecessary luxuries become their right. Lifestyle creep doesn’t improve the true quality of life and can result in a financially stressful retirement. We’ve been very successful in motivating our clients to understand this pitfall and commit to a 20% annual auto-escalation of the contributions towards their investments. There’s no need to be fearful of this commitment, as you can halt your contributions at any point should you really need to do so, and then resume them as soon as possible.
We believe in staying connected
There’s nothing more powerful than business networking which is why we host our Power Brekkie. We connect on the last Friday of every month and share business, investment and, sometimes, personal experiences. We all have so much in common, and there’s so much to learn from each other. We keep our members connected, discuss options for success, and we all end up feeling ready to tackle the world!
We extend our service
We introduce our clients to many other related professional services which enhance financial wellness. These include the services of highly recommended estate planning, tax and property specialists.
We’ve recently introduced a life-stage planning service which assists in eliminating any fear related to ageing and retirement. We can assist you in making decisions regarding retirement accommodation including the assessment of life-right and frail care options. This offering also includes the services of qualified occupational therapists to deal with health-related concerns.
Our promise to you
We’re dedicated to your financial wellness as well as your investments as if they’re our own. We include the best minds and tools in the business to make sure we get it right, time after time. We passionately believe that everyone in our community deserves the gift of Financial Wellness.
Do call us on 021 461 2429 if you’d like to discuss the content of this newsletter and/or join our Power Brekkie club. As much as we love to advise, we also appreciate your input and advice on our business growth and development.
We look forward to hearing from you,
Stuart Kantor and Jonathan Henning.
