It’s a New Year with many new opportunities and challenges.

It’s a New Year with many new opportunities and challenges.

Lets stat the year with a financial planning process.  We can identify your goals and set targets to meet them.

Firstly, we will talk about your financial objectives and requirements to decide the way forward.

The financial planner will ask questions and discuss your planning needs with you.

Next, we will have to assess your financial situation.  A thorough analysis of your existing financial situation is important to design a meaningful plan for you.

The third step is preparing a financial plan.

Your financial planner will provide you with written recommendations or a proposal about how to invest or insure yourself, based on your needs.

Lastly comes the Implementation. Once you’re happy with the financial planner’s recommendations, he/she will implement your financial plan with the investment, savings or insurance-based solutions you agreed on.

Remember, your financial needs will change as your life changes.  That is why we build a relationship with all our clients and meet up regularly.

At Ultrafin we strive to always give the best advice for all our clients. Contact us to start with your financial planning process.

About the Author

Charl Oosthuizen
Independent Financial Advisor / Onafhanklike Finasiële Adviseur Ultrafin Finansiële Oplossings (Edms) Bpk / Financial Solutions (Pty) Ltd FSP 35757 Cell: 083 377 1441 | Fax: 086 617 8137 | Tel: 086 111 4602 Besturende Direkteur. Charl is sedert 1990 betrokke by versekring. Verantwoordelik vir oorhoofse bestuur van maatskappy, met spesifieke fokus op die Kort Termyn Afdeling as ‘n boer in murg en been lê die landbou vir Charl baie na aan die hart. Dus vorm Agri Versekring en gepaardgaande NIS produkte ‘n belangrike deel van Ultrafin se Potefeulje.

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