Discovery Financial Matters

Planning / Investing / Achieve / Reward

6 steps of planning

Initial Contact/ – Introduction
Information Exchange

( Gathering Data )

Data Analysis
Recommendation
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

For Individuals:

Estate planning
Risk cover for death, disability, trauma/severe illness
Healthcare
Financial Needs Analysis
Last will and testaments
Income protection
Investments
Retirement planning (for, at, after)
Tax planning

For Companies:

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

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.