SPECIALIST FINANCIAL PLANNING
SPECIALIST FINANCIAL PLANNING
Africorp Solutions and Advisory is an independent niche wealth management and consulting business that provides focused holistic wealth management advice and services specifically designed for Directors, Executives and Expatriates. Our services are provided by a team of experienced and qualified professionals, who offer independent and personal financial advice. We also offer executive financial planning as part of our employee benefit offering.
Our approach allows for the following:
Individually customised financial planning through in-depth needs assessment. Comprehensive advice based on a detailed personal financial plan. Reducing unproductive face-to-face meeting time through detailed preparation and documentation of recommendations in advance. Focus on individual education to ease the decision making process and to highlight best possible wealth maximisation opportunities when faced with important financial decisions.
Our value proposition is to assist in creating a fully integrated strategy to address the overall individual financial needs supported by a well-defined action plan to ensure effective implementation of strategy. We also assist with coordinating the specific actions needed to execute your plan, such as securing insurance and drafting wills, trusts or other legal documents.
MEET THE TEAM
Susan Warren
Insurance Specialist, CFP® Professional
Christopher Nel
Financial Adviser, CFP® Professional
WEALTH MANAGEMENT SERVICES
WEALTH MANAGEMENT SERVICES
The key financial areas covered by our services
BRAND STRATEGY
RETIREMENT PLANNING
EMPLOYEE BENEFITS
BUSINESS PROTECTION
ESTATE AND SUCCESSION PLANNING
INVESTMENT PORTFOLIO MANAGEMENT
TAX PLANNING AND RELIEF
PROTECTING FAMILY INCOME
EXPATRIATE LIFE AND DISABILITY INSURANCE
wealth management process
wealth management process
1
PERSONAL PROFILE
PERSONAL PROFILE
Access your current financial and personal position, liquidity requirements & tolerance to risk.
2
KEY OBJECTIVES
KEY OBJECTIVES
Document your goals and expectations in order to structure an action plan that highlights the targeted objectives.
3
RESEARCH
RESEARCH
Research and recommend solutions based on thorough research and analysis.
4
RECOMMEND
RECOMMEND
Development of a comprehensive long-term financial plan through extensive analysis of your current position and needs. Assistance with coordinating the specific action steps necessary to implement your plan.
5
REVIEW
REVIEW
Ongoing reviews of your financial plan to ensure your financial strategies align with your changing needs and circumstances.
WHY CHOOSE AFRICORP SOLUTIONS AND ADVISORY?
WHY CHOOSE AFRICORP SOLUTIONS AND ADVISORY?
Clients who choose our service will:
- Make the most of their wealth that they have already created by using appropriate savings and investment vehicles.
- Live the best life possible by protecting their ability to earn an income from emergencies or a break in earnings due to adverse events such as death, disability or severe illness.
- Have a tailored solution based financial plan for their specific needs at their different life stages.
- Have access to the best tax and fiduciary advise through expert partners.
- Have a long term partnership based on respect and exceptional service.
