BLACK FINANCIAL PLANNER

Individuals

To grow and to preserve your wealth requires effort and energy. Many of the products available in the market are too complex to understand and matching the product to your unique needs is not that easy. A financial planner can assist you in making informed decisions so that you can have peace of mind when it comes to meeting your long term financial goals.

Our team of talented and experienced financial planners will work with you to develop, implement and monitor your financial roadmap providing you with trusted, independent and objective advice.

We specialise in the following areas:

  • Savings and investments
  • Retirement planning
  • Insurance
  • Tax planning
  • Estate planning

Our team of experts also support our underserved township communities where access to financial advice is not readily available. We also know that clients are not all the same. Generational differences, sources of wealth, occupation, gender, ethnic and faith diversity means that clients can no longer only be grouped and serviced according to the same criteria. Therefore our clients are generally teamed up with like minded advisors who share similar outlooks on life and values. We have a diverse team of planners that easily complement these varying needs.

2016 Survey Highlights
Invest with a Black Asset Manager Now
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To arrange a meeting with one of our black financial planners call us now
on 011 442 2464 or email us at BEE.conomics@27four.com for a
consultant to call you today.

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