The Role of A Financial Adviser

The role of the Financial adviser is a Practicing Professional who helps Clients with proper Financial Planning which includes:

• Risk management
• Cash flow Management
• Investment Management
• Education Planning
• Tax Planning
• Estate planning

Financial Advisers assist clients to find direction and meaning to their financial decisions.

Building a balanced financial portfolio is about long term wealth creation and having clarity around what their clients want out of life.

Financial advisers provide a face to face advice on personal financial planning to their clients

The process involves a 6 step planning action:

• Setting up of a personal meeting
• Gathering information
• Analyse Information
• Prepare and recommend solutions
• Implement solutions
• Review and Monitor

To arrange a free Consultation you can contact Magda at mbosman@oldmutualpfa.com