We are a committed team of specialist financial planners based in Melkbosstrand, Western Cape. As our client, you can always depend on our dedication to understanding your specific needs and circumstances in order to compile a unique solution for you.Our financial planners are authorised by Sanlam to advise you on a full range of financial solutions and will actively work with you to achieve financial independence and sustainable wealth.Our ProcessOur financial planners will help you develop a complete financial plan. This will include information on how to get the amount of cover you need, how to invest your money based on your individual financial situation, how to get the best benefits based on your individual tax structure and how to ensure that your retirement savings portfolio is properly managed.What to Expect from our Financial Planning ProcessWhen you engage the services of a professional financial planner, you can expect to go through a specific process so that the planner can identify and meet your goals.Your planner will provide you with a holistic approach to make sure that your financial needs are understood, planned for, executed and reviewed on a regular basis.