FINANCIAL PLANNING
WHAT TO EXPECT
INTRODUCTION
WHAT IS FINANCIAL PLANNING?
Financial planning is the process of aligning financial goals with life goals. This is the part of the process where we assess things like your income, your expenses, your life goals, your dependants, your risks, amongs others. Evaluating your entire situation allows is the best way to do holistic planning tailored to suit your situation.
WHAT IS AN ADVISORS ROLE?
Our work involves conversing about money with an array of people all with different goals and needs. Our insight combined with our knowledge of financial products, markets and tax, means we can help you achieve results more effectively and sustainably.
The Process
1. Meet
Book an online or physical appointment with me.
2. Discuss
We get to know each other, and I learn more about you.
3. Analyse
We then work through your financial situation and needs.
4. Options
I present you with options based on our discussion.
5. Decisions
You decide on what options you would like to pursue and I then action it.
6. Review
I will then review your policy with you at least once a year.
Book AN appointment
Sheldon M. Botes
Financial Advisor at Fable Wealth (Pty) Ltd.
Appointments
All initial consultations are free of charge.
Qualifications
Bcomm (Economics) University of KwaZulu-Natal Bcomm Hons (Management) Independant Institute of Education PGD Financial Planning University of the Free State RE1 & RE5 Regulatory Exam
Contact details
Phone: +27 72 374 6867 Email: sheldon@smbfinance.co.za
FSP PARTNERs
