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Will Your Investments Hold Up For The Next Stage Of Life?
We understand that everyone is different. We work closely with you to figure out what you want to achieve with your money and figure out where your long term objectives lie. Once we understand your financial situation and goals, we create a custom investment plan just for you. We use advanced tools and a consistent process to give you solid financial advice that follows the best practices in the industry.
Our services include but are not limited to:
Investments and Retirement Management
Offshore Investments
Estate Planning
Personal Financial Planning and Coaching
Risk Protection
Consultations
R1500 excl VAT
- Online consultation with a qualified financial planner for any specific solutions you may need.
- Meeting notes included.
- If you want no-nonsense, value packed consultations backed up by years of research and experience, with no pushy sales tactics, you’ve come to the right place.
Lifestyle Financial Planning
R30 000 excl VAT
- What are your goals and lifestyle needs? What big audacious dreams do you have? Does your financial portfolio reflect this? We believe it should.
- This includes a comprehensive retirement plan and an in-depth financial needs analysis.
Frequently Asked Questions
How can you improve my investment outcomes?
The cost to invest your money is directly related to the outcome of your investment. We actively work to reduce these as much as possible. Furthermore, we make sure you are invested in the right asset classes to ensure strategic long term growth.
What is your investment philosophy?
Using both active (boutique) and passive funds (core investment), strategically crafted for your personal needs, allows us to reduce your investment costs and make sure you retire with more.
What investment vehicles do you use?
We take advantage of tax free investments, retirement annuities, preservation funds and corporate pension and provident funds, and endowments for your individual benefit. Using ETFs and low costs unit trusts for the unique advantages that they offer investors.
Prices & Fees
Consultations: R1500
Lifestyle Financial Plan: R25 000
Get a Personal Consultation
Office
Heron House, Garlington in Hilton KZN
Contact
david@wisdomam.com
info@wisdomam.com
Open Hours
Monday - Friday 8am - 5pm