Use financial planning to build your wealth. Through the assistance of a financial planner you can have a financial plan in place to achieve realistic returns over the long term by having a diversified and balanced investment strategy.
Ongoing financial investment advice is the key to keeping your financial plans on track, and to make the most of new opportunities that arise. With regular client communication, with your financial planner will help keep you up to date with the latest issues affecting your investments.
Turn knowledge into wealth and do financial planning through Old Mutual. Like any other type of plan, a financial plan is a map of how to achieve a set of objectives using financial products and services. These products and services can be presented and explained to you by a registered broker or financial adviser.
Aspire Wealth Management
Aspire Wealth Management is an independent licensed, fee-based financial planning practice. The financial planning company provides holistic lifestyle financial planning to their clients which in turn enables their clients to realise their aspirations.
Aspire Wealth is a strategic Partner with Acsis Ltd which is a division of Old Mutual. As a strategic partner Aspire Wealth has access to top investment analysts, financial coaches, trainers and investment strategies to name but a few. The strategic partnership agreement also stipulates that Acsis has first right of refusal on the business to ensure continuity for clients.
With Netto Advice it’s a team of financial planners who have more than 40 years of industry experience. At Netto Invest they look at every aspect of your life as it relates to your financial planning and well-being.
Their investment planning team is based centrally in Pinelands, Cape Town and works primarily with clients in Cape Town and Johannesburg. They visit Johannesburg several times a year.
The financial services company has certified financial planners that are qualified to help you achieve your personal financial goals. Sanlam will help you choose a suitable financial planner based on your needs. Understanding the different types of financial planners can help you choose the right planner for your needs.