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A goal without a plan is just a wish

- Rolene

October 2020
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How can we help?

Large enough to meet all your financial needs. Small enough to know your name

Risk Planning

Assurance (Business)

Ensure the business remains operational in case of an unforeseen owner or key person death
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Insurance (Car & Home)

Safeguarding you against loss or damage of your assets
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Investment Planning

Investment plans that allows you access to your money when you need it.
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Medical Aid

We have the medical aid plan to suit your individual health and financial needs.
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Retirement Planning

Planning FOR, AT and AFTER retirement
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Risk Planning Life Insurance

A profound design process eventually makes the patron, the architect, and every occasional visitor in the building a slightly better human being.
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WHY CHOOSE A DISCOVERY FINANCIAL ADVISER?

A reliable and tailor-made financial plan or solution, integrated with active engagement in Discovery’s Vitality programme, produces positive financial results that are astounding in every case. In addition to better health, you also get the best benefits (and the most benefit per unit of premium) in the industry that are powered by Discovery’s unique integration model.

With the power of Discovery backing me and as a registered Certified Financial Planner, I am ideally positioned to provide expert professional advice to you.

What is a CERTIFIED FINANCIAL PLANNER Professional?

CFP is internationally recognised as the benchmark for professional advice. CFP Professionals are well qualified, extremely competent and follow the highest ethical standards. This means that you have peace of mind about the technical accuracy of the advice and the integrity that underpins it.

What is financial planning?

Financial planning is the process of structuring and arranging your financial resources to meet your life goals. These can be short-term goals like saving for a car, or long-term planning for retirement. Financial planning should give you financial certainty and clarity on your current and future financial wellbeing.

Benefits of financial planning

Having a detailed financial plan gives you a solid framework through which you can make prudent financial decisions in all spheres of your financial life. Like with most things in life, having and sticking to a plan allows you the best possible chance for success. In this instance, it means achieving your life goals and long-term financial security. Now that you know the value of financial planning, set up a meeting today.