Financial Planning
We aim to provide our clients well planned analysed financial plans by following comprehensive processes.
- Establish and define our professional relationship.
- Collate crucial data regarding our client’s financial situation, thereby establishing what our client’s financial goals are.
- Analyse and evaluate each client’s current financial situation to determine what path to choose to achieve and meet their goals.
- Financial planning recommendations that address all of our clients required goals.
- Facilitation and strengthening our customer services through our hands on approach, by implementation of various recommendations.
- Unvarying monitoring of the progress of our recommendations towards the goals with the client
Retirement Planning
Through our initial and comprehensive evaluation of our clients, Lifestyle insurance brokers defines the need to address or set a crucial path for financial and retirement plans. The overall planning is never short of solutions to guide our clients with appropriate investment products. All-encompassing investment advice is provided on retirement planning and investment of retirement capital, yielding ample returns for the duration of an individual’s retirement investment.
Employee Benefits
If you are losing talented and skilled staff, the consideration for employee benefits should not be an oversight; Lifestyle insurance brokers provide comprehensive solutions that suit the needs of any business. Expert and comprehensive solutions are presented to assist any business with proper employee benefits. Employee benefits provide many a business with a higher staff retention and improvement on the human capital aspect of their business. Our resolutions generally improve their stance with the bargaining councils.
Whatever the need may be, Lifestyle insurance brokers offers a comprehensive range of products and services to help a growing business establish affordable employee benefits packages, including setting up retirement funds, medical aid schemes and providing other related products and services.
Tailor-made Wellness programs are available to meet individual needs, which are calculated through effective and scientific base models. Rewards programs are also built into products, improving and adding exceptional value.
