“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework”.-Warren Buffett.
As your partner in building your wealth, PLAN FOR LIFE’s philosophy is to build on the knowledge that financial advice must address all aspects of your financial wellbeing, throughout the different stages of life.
Equally important is the fact that an effective financial plan is one that takes into consideration your total wealth, rather than focusing on different aspects of your finances or investments in isolation. The comprehensive and holistic approach to financial planning ensures a consistent, coordinated solution, while reducing duplication of costs.
In working with PLAN FOR LIFE, your Financial Planner will seek to work with you to:
- fully understand your current financial situation
- formulate realistic and achievable financial goals
- understand how your current behaviour impacts on your future financial well-being
- provide a realistic picture of your financial future.
Implementation of the advice is critical to achieving your financial goals.
Our partnership with some of the best asset managers in South Africa and Worldwide will assist in the successful implementation.
We align ourselves with fund managers that have a sustainable record and we identify these managers through a combination of in depth qualitative and quantitative research.
Having applied the above philosophy to each of the investment solutions, we have developed strategic asset and portfolio allocations that, with the lowest possible volatility, enable investors to meet their objectives.