FINANCIAL PLANNING (OUR PRIMARY SERVICE ON EYE AGE FINANCIAL CONSULTANTS)

Financial Planning is the core of what we do for both individuals and organizations. The process is initiated by a Financial Needs Analysis (FNA) process, which utilizes mathematical models to quantify your current and future risk in conjunction with the effect of inflation over the period of your savings, life expectancy, age, retirement year, assets structure, risk cover and financial goals. 

Estate Planning is also a crucial sub-division of Financial Planning where we assess the liquidity of your assets, creditors' risk, debtors' risk, marital regimes and financial commitments in order to draft a will which can easily be executed with minimal technicalities such as legal challenges.

The financial shortfalls are addressed by the expert recommendations of relevant products where a need exists. In the case where you may already have savings, risk insuring products and a will in place, you would still need to embark in the exercise in order to ensure that such arrangements address your needs even after your financial life has changed, and that they are structured in line with your unique financial situation from time to time. 

This is achieved by ensuring an annual review with little or no fee at all.

Send us a message for a free personal or organizational Financial Planning session with one of our well trained consultants to myfinancialplan@eyeage.co.za.