Financial Planning Process

Do you want to leave a legacy?
Do you have sufficient funds to retire today?
Do you have peace of mind should you be affected by a disability or loss of employment or death?

Our goal is to provide you with financial stability and security, we can do this by tailor making a financial plan, to suit your specific, unique and current circumstances.

Do your staff have any Employee Benefits?
Are your business partners insured?
Are your business assets covered?

Retirement savings are provided; the Risk Benefit options include Life, disability and funeral cover.

A Company Retirement Fund gives the employer, ‘Peace of Mind’ that employees have some form of financial security for retirement.  The employee’s beneficiaries will receive benefits should the employee experience an unfortunate incident or death.

Financial Planning Process

Step 1

We meet with you to ascertain your short, medium and long term goals. It is very important to us that we get to know you, establish what your financial expectations are, and what you can expect from us.

Step 2

We collect all the information required in order to provide a comprehensive plan. During this process, we establish your current financial situation as well as your financial objectives.

Step 3

Once we have collated all your information we can then analyse your current financial position.

Step 4

Based on the analysis provided, we prepare and present a sound investment strategy that works in line with your present financial position taking into account your future goals and needs.

Step 5

The agreed upon strategy is implemented by your Morebo financial advisor.

Step 6

This final step is a key step, and where many companies fall short. It involves not only reviewing and monitoring the implemented financial plan but most importantly communicating with you about what is going on with your various financial planning processes. This review is done at least once a year.

Live to Leave a Legacy

Let us be the difference