Description

Have you cleared your debt and are looking to build wealth by leveraging the South African financial system…we can help

Comprehensive Wealth Strategy Session:

• Portfolios reviews & analysis
• Opportunity Identification Strategies
• Financial Strategy Development
• Tax reduction strategies
• Wealth Transfer Strategies
• Wealth Exit Strategies – transferring wealth outside South Africa
• Generational Wealth Building Strategies

The 2 session Wealth Analysis is as follows:

Assessment Session (60 mins):  Clarify your goals & priorities

Feedback Session (60 mins): We will provide you with recommended financial strategy and structure to reach your goals

Need more sessions after the initial consult? R850 per hour