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  • Financial Planning

    Getting to the right solutions

FINDING SOLUTIONS TO MAKE A POSITIVE CONTRIBUTION TO YOUR LIFE

 

We take our role as your financial guide on the journey of life personally. We will engage with you to understand your life story, your aspirations, circumstances and vision for the life you want to live. The more you share of your life story, the more comprehensive our advice can be.

Our role as your financial planner is to be your guide for money decisions and options. Making good money decisions is at the heart of what we do. We focus on the numbers to achieve your goals, addressing a range of planning issues and options such as business assurance, tax, risk management, solving for key man insurance or buy and sell insurance needs (shareholder insurance), pension fund preservation on retirement, resignation or retrenchment investment returns, keeping pace with inflation and estate planning.

We will guide you on how to implement the right solutions with the right product and service providers so that your financial plan will help you live your best life possible with the money you have.

Our advisory professionals together with a dedicated Client Service administration team, will walk your life journey with you. We have the depth of skill and experience to help you get to the right solution so that we can make a positive contribution to your life.

BDO Wealth Advisers is endorsed as an FPI Approved Professional Practice™ by the Financial Planning Institute of South Africa (FPI), which means we have been recognised as a professional practice, offering financial services of the highest standard. It’s easy then to see why we have many long-standing client relationships that span more than 20 years.

WHY USE A CERTIFIED FINANCIAL PLANNER® PROFESSIONAL? The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it. Added to this is the fact that we are a FPI Approved Professional Practice™.

WHAT IS AN FPI APPROVED PROFESSIONAL PRACTICE? Being an FPI Approved Professional Practice™ makes your business stand out amongst its peers and sends a clear message to your clients that your practice adheres to the highest levels of global standards and ethics in financial planning. It also validates that your practice is following the six step financial planning process and that you place the needs and objectives of your clients at the heart of your business.

Fiduciary Institute of SA (FISA) is the only professional body focusing solely on fiduciary practitioners and sets high minimum standards for the industry and is the regulatory body of the Fiduciary Practitioner of SA® professional designation.

BDO Wealth Advisors is a licensed Financial Services Provider. FSP Number4549

 

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