Planning for a financial future can be a daunting task. I am here to lighten the load off your shoulders. I am an honest and positive professional financial planner whose first priority is always the interests of I my client, I recommend appropriate affordable customized solutions. Since 2010, I have been serving loyal clients across South Africa. Get in touch with me to start the journey to your positive financial future
MY SEVICES
1. We discuss your goals and you learn about our services
This could be a chat over the phone ,a meeting or video conference. whatever suits you best. You and I will get to know each other better and . current financial situation. This also the perfect time for you to ask questions.
2. Gather data and get goals and and aims
We will discuss some of your financial aspirations whether its protecting, investing or saving and everything in between. I will then prepare an in depth analysis of where you are right now and provide some meaningful insights.
3. We prepare your financial plan
Using all the insights and information gathered available tools and systems to prepare a personalised financial plan that takes every single aspect into account.
4. We present and discuss your financial plan
Once the plan is complete I will l present it to you with some additional options to consider. You are welcome to suggest tweaks at this stage, this is your financial plan after all.
5. Implement the agreed upon financial plan
This comprehensive plan is only as useful as it can be implemented and this is why deciding on which part of the plan to implement is so important.. You will choose the most appropriate financial solutions to fulfil those needs at this stage
6. Review your plan annually
Things change with time and its important to review your plan annually so that any circumstances or life events that may have happened can be addressed.
Financial freedom and prosperity starts with having a plan.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Kudu Street, Allens Nek, Palms Office Court,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.oldmutual.co.za
- Keywords
- Retirement Planning-formulating a sustainable retirement plan and strategy for a client includes tax planning, annuity planning and product knowledge..
- HQ
- Roodeport
Old Mutual Protect Life Insurance Questions
Old Mutual Protect Life Insurance's website is http://www.oldmutual.co.za
Old Mutual Protect Life Insurance's LinkedIn profile is https://za.linkedin.com/company/lloyd-nyatsambo
Old Mutual Protect Life Insurance has
5 employees.
View email and phone details for 5
employees at Old Mutual Protect Life Insurance.
Old Mutual Protect Life Insurance's industry is
Financial Services
Old Mutual Protect Life Insurance's top competitors are
Mcdonogh & Co. (Pty) Ltd,
Old Mutual South Africa,
Old Mutual Athletics Club,
Sanctus Financial Solutions,
Old Mutual Rewards,
Old Mutual México,
Rathilal & Associates,
Liaison Group Rwanda,
Cornerstone Wealth Management,
Ziyaad Nordien Financial Solutions.
Old Mutual Protect Life Insurance's categories are Financial Services
Old Mutual Protect Life Insurance's founding year is 1845
