Comprehensive flat-fee financial planning for high-earning South Africans
The Freedom Way™
The Freedom Way™ is the proprietary road map that helps you get to where you want to be.
The process is refined; your experience is completely personal.
First, we talk
You can’t plan if you don’t know what you’re planning for. The first part of the process is all about getting to know you, your goals, your values, your concerns, and where you are now.
Financial planning
This is where you start turning
your dreams into plans
+ − Life planning
With the help of cashflow modelling software, you’ll see a visual representation of possible life scenarios for you and your family.
+ − Disability planning
Protect yourself and your family by ensuring your needs will be covered should you become disabled.
+ − Legacy and estate planning
Put a plan in place for your family to be provided for should you pass away. This includes having a valid will that’s up to date.
+ − Tax efficiency
All your financial planning will be done with maximum tax efficiency in mind.
Financial advice
Researching, recommending and
implementing products where necessary:
- Investments (local and offshore)
- Long-term insurance
- Other
+ − Quotations
You will never be recommended a product we don’t believe you need.
+ − Applications
We will guide you through the application process. You will never be expected to sign something you don’t understand.
+ − Fees
All product fees are disclosed upfront.
Client care cycle
A lot can happen in a year,
so you’ll check in more often.
+ − Annual planning meeting
This is to revisit and update your plan.
+ − Remind, re-educate, review meeting
This is to remind you what products you have, re-educate you on why you have them, review their performance, and make changes where necessary.
+ − When life happens
Outside of those two yearly meetings, we’re available to help you make smart decisions that will affect your finances.
Money touches every aspect of your life.
Every decision is a financial decision.