SPECIALIST FINANCIAL PLANNING

SPECIALIST FINANCIAL PLANNING

Africorp Solutions and Advisory is an independent niche wealth management and consulting business that provides focused holistic wealth management advice and services specifically designed for Directors, Executives and Expatriates. Our services are provided by a team of experienced and qualified professionals, who offer independent and personal financial advice. We also offer executive financial planning as part of our employee benefit offering.
 

Our approach allows for the following:

Individually customised financial planning through in-depth needs assessment. Comprehensive advice based on a detailed personal financial plan. Reducing unproductive face-to-face meeting time through detailed preparation and documentation of recommendations in advance. Focus on individual education to ease the decision making process and to highlight best possible wealth maximisation opportunities when faced with important financial decisions.

Our value proposition is to assist in creating a fully integrated strategy to address the overall individual financial needs supported by a well-defined action plan to ensure effective implementation of strategy. We also assist with coordinating the specific actions needed to execute your plan, such as securing insurance and drafting wills, trusts or other legal documents.

MEET THE TEAM

Susan Warren

Insurance Specialist, CFP® Professional

Christopher Nel

Financial Adviser, CFP® Professional

WEALTH MANAGEMENT SERVICES

WEALTH MANAGEMENT SERVICES

The key financial areas covered by our services

BRAND STRATEGY

Retirement Planning

RETIREMENT PLANNING​

Employee Benefits

EMPLOYEE BENEFITS​

Protecting Family Income

BUSINESS PROTECTION​

Estate and Succession Planning

ESTATE AND SUCCESSION PLANNING​

Investment Portfolio Management

INVESTMENT PORTFOLIO MANAGEMENT​

Tax Planning and Relief

TAX PLANNING AND RELIEF​

Protecting Family Income

PROTECTING FAMILY INCOME​

Expatriate Life and Disability Insurance

EXPATRIATE LIFE AND DISABILITY INSURANCE​

wealth management process

wealth management process

1

PERSONAL PROFILE

PERSONAL PROFILE

Access your current financial and personal position, liquidity requirements & tolerance to risk.

2

KEY OBJECTIVES

KEY OBJECTIVES

Document your goals and expectations in order to structure an action plan that highlights the targeted objectives.

3

RESEARCH

RESEARCH

Research and recommend solutions based on thorough research and analysis.

4

RECOMMEND

RECOMMEND

Development of a comprehensive long-term financial plan through extensive analysis of your current position and needs. Assistance with coordinating the specific action steps necessary to implement your plan.

5

REVIEW

REVIEW

Ongoing reviews of your financial plan to ensure your financial strategies align with your changing needs and circumstances.

WHY CHOOSE AFRICORP SOLUTIONS AND ADVISORY?​

WHY CHOOSE AFRICORP SOLUTIONS AND ADVISORY?​

Clients who choose our service will:

  • Make the most of their wealth that they have already created by using appropriate savings and investment vehicles.
  • Live the best life possible by protecting their ability to earn an income from emergencies or a break in earnings due to adverse events such as death, disability or severe illness.
  • Have a tailored solution based financial plan for their specific needs at their different life stages.
  • Have access to the best tax and fiduciary advise through expert partners.
  • Have a long term partnership based on respect and exceptional service.
Discovery
Africorp Advisory

CONTACT US

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