Discovery Financial Matters
Planning / Investing / Achieve / Reward
6 steps of planning
- Initial Contact/ – Introduction
- Information Exchange
( Gathering Data )
- Data Analysis
- Implementation of Solution
- Ongoing Review
Independent: Giving you a wide range of possible options enabling you to make well-informed decisions.
Holistic: All your needs are considered, while taking existing provisions into account.
Confidential: Your privacy and security in financial matters are of paramount importance.
Relevant: Advice will be specific to your individual needs and be reviewed at least annually. This means that it remains relevant to your needs over time.
Direct, uncomplicated, accurate: I focus on empowering you to make an informed decision. This means that we will take the necessary time to clarify your unique financial position and to present a financial solution that fits your specific needs
Integrity: I align my energy and activities towards the single purpose of making a positive difference in people’s financial situations.
Flexible solutions for you and your business
Financial Building Blocks
- Estate planning
- Risk cover for death, disability, trauma/severe illness
- Financial Needs Analysis
- Last will and testaments
- Income protection
- Retirement planning (for, at, after)
- Tax planning
- Employee Benefits – Group Risk
- Provident Fund
- Health Care
- Buy and Sell Agreements
- Key-person insurance
- Contingent liability planning
- Loan account protection
- Group benefits
- Structured Finance Solutions
- Business Needs Analysis
Contact us for further detail: firstname.lastname@example.org
Additional information: Lifestyle C is based in Pretoria (Gauteng), South Africa – We can accommodate any client(s) for requested lifestyle sessions at a venue that is convenient for both parties. You can contact Danie Strydom for professional life coaching and alignment.