Medical Aid Cover
Let us fund you the best cover
at the lowest premium...
Financial Planning Process
• Initial Meeting and Information gathering
We will clearly explain or document the
services to be provided to you and define
both our and your responsibilities.
We will explain in full how we will be paid
and by whom. Together we will agree on
how long the professional relationship
should last and how decisions will be made.
• Identifying Personal Goals and objectives
We will ask for information about your
financial situation. Together we will mutually
define your personal and financial goals,
understand your time frame for results and
discuss how you feel about risk. We will
gather all necessary documents before
giving you the advice you need.
• Financial Plan Presentation
We analyse your information to access
your current situation and determine what
you must do to meet your goals.
Depending on what services you have asked for, this could include analysing your assets,
liabilities and cash flow, current insurance coverage, investments or tax strategies.
We will then offer financial planning recommendations that address your goals, based on the
information you provide. Together we will go over the recommendations with you to help you
understand them so that you can make informed decisions. We will also then listen to your
concerns and revise the recommendations as appropriate.
• Implementation of the Financial Plan
With our help we will agree on how the recommendations will be carried out. We will then carry
out the recommendations or serve as your "coach", co-ordinating the whole process with you
and other professionals such as attorneys and legal teams ect.
• Regular Financial Plan Reviews (12 months)
Together we will agree on who will monitor your progress towards your goals. If we are in
charge of the process, we will report to you periodically to review your situation, and to adjust the
recommendations, if needed, as your life changes.
We will clearly explain or document the services to be provided to you...
Please note all competitive quotes can be done free of charge...
You can contact us on any
of the following methods, or
complete the online form...
KB Financial Services cc is an authorised financial services provider - No 5919