Gather Data

Any Financial Plan commences with the the setting of goals versus your provisions . This is dependent on numerous factors such as;

  • Are you Single, Married or a co- habitant
  • Balance sheet
    • Assets
    • Liabilities
  • Income and expenditure
    • Salary , commissions – type of earnings
    • Investment income if any
    • Salary deductions & Net pay
    • Surplus/deficit
  • Insurance and assurance provisions
    • Life and disability covers
    • Employee benefits – pension and provident funds
    • Medical aid and health-care provisions
    • Savings and investments in place
  • Short term insurance to protect your assetsĀ 
    • Home insurance
    • Car insurance