DESIGN AND DEVELOP RECOMMENDATIONS

In order to prepare an appropriate structured plan, we need to establish the following:

  • Your current financial and personal circumstances (current investments, assets, liabilities and income potential, together with an understanding of your family and business situation)
  • Your goals and expectations in terms of your investment portfolio and current or future income and capital requirements
  • Your expectations regarding income returns and capital growth and volatility
  • Your understanding of portfolio and asset class returns
  • Any other risk and investment issues that may need further clarification

ADDRESS

PHYSICAL: 167 Barry Hertzog Avenue, Emmarentia, 2195

 

POSTAL:    P. O. Box 414164, Craighall, 2024

CALL US ON:

+27 (0)11 646 2286
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