Consultation on a Savings Retirement Plan

Retirement may be far off; but now is the time to start financial planning. The sooner you start planning for your retirement, the more secure your retirement will be. By examining your long-term goals and your current financial situation we can, with a step-by-step approach, provide you with Retirement Savings recommendations that are in-line with what you can afford to save today, for tomorrow.

Consultation on a Savings Retirement Plan

Step 1: Looking at your current financial situation

  • The first thing we do when we meet with you is ascertain what your requirements are for your retirement – what kind of life you envision living and what you anticipate your needs to be.
  • We spend time with you so that we understand your fundamental concerns and what your long term goals are.
  • We look into your current retirement provisions.
  • We work with you to understand your risk profile – each of us has an individual profile based on our lifestyle and the way we currently live.
  • In order for us to provide the most suitable retirement solution for you, it is important that we have a good understanding of your future expectations so that we can make the necessary recommendations.
  • We talk to you about what would possibly be acceptable as alternative solutions should they be necessary.

Step 2: Data collection

  • Our analysts conduct an in-depth check with service providers for all your investment and insurance policies. This enables them to compile a client portfolio based on the information gathered as well as information provided by you.

Step 3: Putting together your financial analysis and retirement savings plan

  • After determining your requirements and expectations for your retirement we carry out a detailed analysis that will determine your outcomes.
  • Once the findings are confirmed a retirement plan recommendation will be drafted based on your future needs and current investment risk profile.
  • A proposal will be put forward for the implementation of your retirement savings plan.

Step 4: The presentation of your retirement savings plan

  • The findings of the analysis will be presented to you and explained.
  • Proposals will be put forward for the implementation of a Personal Financial Plan. This will include product suitability

Step 5: Our ongoing management and review of your financial plan

  • The dynamic nature our business environment and of life in general means that we are constantly reviewing and making recommendations to you about the management of your retirement savings plan, and as such we ensure that we have a set out number of video and telephone conferences as well as meetings in person, determined by your individual financial plan.

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