|
Financial Planning
What does financial planning entail? Why is it so important to have a financial plan in place? These are questions often asked.
We at Intasure believe that you need to have a financial plan in place. To be successful, your plan requires a disciplined and structured approach. For us, proposed strategies should reflect your individual needs and requirements.
Financial planning includes short, medium and long term setting of goals and objectives. These are designed to ensure protection of your income and assets for your loved ones. They also create and preserve wealth, to provide for your planned retirement.
Formulating and implementing a comprehensive, tailor-made financial plan would entail the following:
STEP 1: The Gathering of personal information and client data relating to income and expenses, assets and liabilities, family and personal needs, future goals, income tax, etc.
Learn more...
STEP 2: Analysing and Assessing this data and establishing solutions.
Learn more...
STEP 3: Providing Recommendations and Planned Strategies.
Learn more...
STEP 4: Implementation of the Agreed Upon Financial Plan.
Learn more...
STEP 5: Review and Ongoing Assessment.
Learn more...
Intasure also provides coverage for unexpected circumstances such as:
For a quotation or any queries, please phone us at (021) 712-6686, or email: mailin@intasure.co.za
|
