PERSONAL CONSULTING

Service Description

Our guiding principles are independence, professionalism and integrity. It is our mission to contribute to your financial wellbeing in assisting you with appropriate advice and suitable solutions to manage your own wealth by using the products of reputable financial institutions. Through the advantage of our specialized financial advice process we continue to demonstrate commitment to serve each individual client’s best interest. Our offices are staffed with experienced and highly skilled individuals offering you specialised services in the field of financial and estate planning, actuarial-, legal- and portfolio management advice. As a beneficiary of our professional service you will experience financial peace of mind, knowing that your financial plan is managed with transparent efficiency by committed specialists dedicated to creating and managing your wealth and the financial security for you and your family. GovservSA services for individuals include: • Personal financial risk planning for death • Estate planning, wills and trusts • Disability, illness and dread disease cover • Personal investment planning for short-term, medium-term and long-term goals, especially retirement. Our service model consists of three elements: • Analysing and quantifying needs: We analyse and quantify the client's financial needs and provision for certain contingencies, and determine to what extent these needs have been provided for or not. • Identifying and implementing solutions: Where applicable, we identify and implement appropriate solutions for such needs. • Continuous aftercare: We provide ongoing aftercare to our clients to help them ensure that their provision keeps track with their needs.

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