We strive to provide structured financial solutions to Financial Planning challenges for our customers. Our services are strictly fee based.If your assets exceed R20 million, you are more than welcome to contact us for a FREE interview of 90 minutes inclusive of FREE traveling within a radius of 90 km from our offices.Subsequent appointments and traveling are for the account of the customer at our latest schedule of fees.We only provide advice when a comprehensive Financial Needs Analysis was done. We may use outsourced professionals to assist us with legal and or technical aspects during our Six-Step Process.The Six-Step Process:1] Introduction and Professional Relationship2] Data Gathering and Goal Setting 3] Analysing and Evaluating 4] Developing and Presenting Recommendations 5] Implementing Recommendations 6] Monitoring
Hours not available. Please contact André Van Zitters Financial Services Cc at (02) 1862 9818.