Plan for Life

PLAN FOR LIFE is a proudly South African financial planning business based in Durban, Kwa Zulu Natal, specialising in providing holistic financial advice. By partnering with PLAN FOR LIFE, your financial planner has the resources, systems and processes to analyse your unique circumstances, to develop and implement your financial plan, and to provide you with ongoing advice that ensures your financial plan remains on track. PLAN FOR LIFE was founded in 1998. We currently have 22 well trained and professional staff members currently employed. We place great importance on the training and development of our staff, ensuring that they are competent in their respective postitions. Currently, we have 3 Certified Financial Planner’s ; 2 LLB’s ; and 2 B.Com graduates as part of the team. We are proud of our highly committed staff that continuously strive to improve their knowledge and personal skills. We encourage our staff to accept ownership of the work that they do. The PLAN FOR LIFE business model is one of specialization. Different divisions will provide specialist advice in a field. We believe the complexity of the financial services industry in South Africa and Worldwide makes this model the only workable solution for the client. By specializing, focused advice can be given on: •Wealth management •Risk assurance •Estate planning •Tax and accounting services •Health cover •Retirement funding •Short-Term Insurance Thus, to enable us to provide professional advice, we team up with strategic partners that have undergone a very strict and comprehensive due-diligence process. We value and actively foster long-term relationships founded on integrity and trust.