Financial Planning

By: DHA Financial Services  06-11-2010
Keywords: Financial Services


  • Collection of client information and financial goals
  • Review clients financial position
  • Update clients portfolio
  • Develop a financial plan to meet client goals
  • Implement clients financial plan
  • Administer clients financial plan
  • Life Assurance
  • Business Assurance
  • Group Life Assurance
  • Medical Aid Schemes
  • Short Term Insurance
  • Onshore Investments
  • Offshore Investments
  • Retirement Annuities
  • Group Retirement Schemes
  • Bond origination

Keywords: Financial Services

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