Personal Financial Planning Services And Tools
Personal Financial Planning Services And Tools
Financial planning is a process of setting objectives, assessing assets and resources, estimating future financial needs , and making plans to achieve certain goals. Many elements are involved in personal financial planning. Typical financial planning tools include investing, asset allocation, risk management, taxation, life cover, retirement, insurance, and estate and trust planning.
In the long term, financial planning will assist you to manage your finances to achieve your goals and dreams, while at the same time negotiating the inevitable financial barriers that arise throughout life. Always remember that personal financial planning is a process and not a product.
Good financial advice is about providing you with the information you need to move in the direction to achieve your goals. This is why the financial planning services of a personal financial planner can make a huge difference to your financial future. Personal financial planning helps you create a stable future and improve your financial status by creating a plan that lets you save and invest your money so that it can start working for you.
A PSG Konsult financial planner can help you make financial decisions to give you peace of mind, because good advice is money well spent.
PSG Konsult's financial planners offer high quality, independent advice regarding all aspects of personal financial planning. Our independence is our most trusted asset, because this enables us to source the best options available to suit your needs - regardless of the product provider. This means that you will receive a service that matches the most suitable solutions to your very unique circumstances.
With PSG financial planning you never have to worry about being on the wrong side of the law. We have standardised our personal financial planning and investment processes to meet all the legal requirements. We recognise the need to measure our advice to clients according to a benchmark that sets the standard in the industry. Our benchmark of the "best advice" and offering "superior services" are the cornerstones of this process.
We have an extensive support structure to assist our financial planners and portfolio managers. Financial planning services rendered in this regards include:
Induction training.
Bi-annual work sessions.
Other specialised training on an ad hoc basis.
We ensure a high standard of financial planning within the company and provide the means to maintain that standard. Our in-house designed financial planning tools and modules make it possible to deliver a professional financial and investment planning service, backed by our excellent reporting processes.
We have more than 200 offices throughout the country that can ensure you peace of mind. You can search for offices by region, by advisor name or by advisor speciality. You can also request to speak to an advisor and we will ensure that one of our highly skilled advisors contact you.
We place a strong emphasis on personal financial planning services and on building lifetime relationships with our clients. We believe that the better you plan the better your future will be.
Our expert financial planners, portfolio managers, short-term insurance brokers and stockbrokers offer a unique one-stop integrated financial planning service, providing a diverse range of needs and offering appropriate financial and related products.
A PSG Konsult financial planner is a practicing professional who will assist you to manage various aspects of your financial wellbeing through proper planning. All of us can benefit from expert financial planning services including but not limited to: retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
The following financial planning services are available:
Specialist advice in respect of investment management, share trading and other sophisticated investment instruments.
Managing of local as well as foreign investments and financial transactions.
Advice on long-term insurance such as retirement annuities, endowment policies and life insurance at the company of your choice.
Advice in respect of medical funds and insurance.
Advice on short-term insurance for your personal assets (e.g. motor vehicles and household contents) and business assets (office equipment, machinery, buildings, etc) at the insurance company of your choice.
Estate planning to structure a client's financial matters regards to will and testaments, properties, trusts, insurance, income and estate duty.
Property and asset finance which includes residential bonds, commercial finance, moveable asset finance and debt consolidations.
Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs.
Monthly feedback and status reports on managed share and investment portfolios
Advice on employee benefits, health insurance and and related matters.
Expert advice in respect of pension and provident funds
You can find more information about personal financial planning on our FAQ page.
source: http://www.psgonline.co.za/plan/financial-planning.php
A Quick Look at Some Chemistry Lab Services CB 40, Meeting Customer Needs Every Day And Every Time Power Washing Service - Window Wash in Las Vegas SEO Singapore Company provides Media Services to Asia and Beyond Revolutionary FX is NOT a robot, NOT an indicator, NOT a manual system and NOT a signal service -But It Will Change FX Trading! Magento Ecommerce Services – A Need of the Hour Right Decision Brings You the Right Order Fulfillment Services Growing Impact Of Outsourcing Services Window Cleaners Service In Las Vegas - Window Wash Colocation Services To Protect Computing Assets Simple Definition Of A Render Farm Service A Guide To Allotment Services Hipaa Compliant Oncology Transcription Services