Financial Planning and Wealth Management

By: Blink Consulting (Pty) Ltd - Heather Robertson, Certified Financial Planner ®  03-10-2011
Keywords: Financial Services, Investments, Financial Planning

1. PERSONAL FINANCIAL PLANNING
- Financial Behaviour Assessment
- Risk Personality
- Current Financial Profile
- Retirement Planning
- Risk Planning
- Asset Class Analysis
- Tax Efficient Structuring

2. BUSINESS FINANCIAL PLANNING
- Business continuity planning
- Succession planning
- Contingency planning
- Planning for future expansion
- Personal liability protection
- Business loan redemption planning
- Employee benefits

3. WEALTH MANAGEMENT
- Investment advice to trustees of testamentary trusts
- Retirement fund “clean break” transfers in the event of divorce
- Offshore investments
- Monthly and Lump sum investments
- Assisting retired persons with re-investment of pensions
- Section 14 transfers

4. ESTATE PLANNING
- Estate duty calculations
- Drawing up of Living Wills and Last Wills
- Administration of deceased estates

5. SPECIALISED SERVICES
- Acting as a Curator bonis for incapacitated persons
- Tax efficient salary structuring
- Financial Wellness staff presentations

Keywords: business assurance, Business Succession Planning, employee benefits, Estate Planning, Financial Advice, Financial Consultant, Financial Investments, Financial Planner, Financial Planning, Financial Planning Consultant, Financial Planning Process, Financial Services, Insurance & Planning, Insurance Planning, Investment Planning, Investments, Life Insurance, Money Management, Offshore Investments, Personal Financial Planner, Planning & Investment, Retirement Planning, Risk Management, Risk Management And Insurance, Savings, Succession Planning,

Contact Blink Consulting (Pty) Ltd - Heather Robertson, Certified Financial Planner ®

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