HOLISTIC FINANCIAL PLANNING

HOLISTIC FINANCIAL PLANNING

We believe that financial planning entails an examination of
all aspects of your personal circumstances and wealth management.

We believe that financial planning entails an examination of all aspects of your personal circumstances and wealth management.

We believe that financial planning entails an examination of all aspects of your personal circumstances and wealth management. Our financial planning process, therefore, takes a holistic view of your financial well-being, as opposed to a disjointed approach that risks dealing with issues independently, and ignoring the interrelated consequences of decisions made in isolation. The objective of our process is to produce a financial plan based upon clearly defined financial goals

We take an all-inclusive approach to financial planning, and a financial plan contains an appraisal of Your current financial position. What you would like your future financial situation to look like. A recommended strategy with the steps required in order to achieve these goals with a high degree of probability.

This provides a framework for decision-making by developing: an appropriate investment strategy, A risk management plan, and a succession plan. We refer to these as the pillars of our holistic financial planning process.

 

AAdobeStock_211482415

We believe that financial planning entails an examination of all aspects of your personal circumstances and wealth management. Our financial planning process, therefore, takes a holistic view of your financial well-being, as opposed to a disjointed approach that risks dealing with issues independently, and ignoring the interrelated consequences of decisions made in isolation. The objective of our process is to produce a financial plan based upon clearly defined financial goals

AAdobeStock_182588559

We take an all-inclusive approach to financial planning, and a financial plan contains an appraisal of Your current financial position. What you would like your future financial situation to look like. A recommended strategy with the steps required in order to achieve these goals with a high degree of probability.

AdobeStock_316472409

This provides a framework for decision-making by developing: an appropriate investment strategy, A risk management plan, and a succession plan. We refer to these as the pillars of our holistic financial planning process.

 

AAdobeStock_211482415

We believe that financial planning entails an examination of all aspects of your personal circumstances and wealth management. Our financial planning process, therefore, takes a holistic view of your financial well-being, as opposed to a disjointed approach that risks dealing with issues independently, and ignoring the interrelated consequences of decisions made in isolation. The objective of our process is to produce a financial plan based upon clearly defined financial goals

AAdobeStock_182588559

We take an all-inclusive approach to financial planning, and a financial plan contains an appraisal of your current financial position. What you would like your future financial situation to look like. A recommended strategy with the steps required in order to achieve these goals with a high degree of probability.

AdobeStock_316472409

This provides a framework for decision-making by developing an appropriate investment strategy, a risk management plan and a succession plan. We refer to these as the pillars of our holistic financial planning process.

 

AAdobeStock_211482415

We believe that financial planning entails an examination of all aspects of your personal circumstances and wealth management. Our financial planning process, therefore, takes a holistic view of your financial well-being, as opposed to a disjointed approach that risks dealing with issues independently, and ignoring the interrelated consequences of decisions made in isolation. The objective of our process is to produce a financial plan based upon clearly defined financial goals

We take an all-inclusive approach to financial planning, and a financial plan contains an appraisal of your current financial position. What you would like your future financial situation to look like. A recommended strategy with the steps required in order to achieve these goals with a high degree of probability.

AAdobeStock_182588559
AdobeStock_316472409

This provides a framework for decision-making by developing an appropriate investment strategy, a risk management plan and a succession plan. We refer to these as the pillars of our holistic financial planning process.

 

FKC SERVICES

FKC SERVICES

Personal Planning

Succession Planning

Business Planning

Business Structuring

Life Cover

Dread Disease Cover

Disability Cover

Retirement Planning

Medical Aid

Short Term Insurance

Estate Planning

Last Will And Testament

Trust Audits*

Trust Setup*

Buy & Sell Structures

Surety Protection

Key Person Cover

Deferred Compensation

Preffered Compensation

Group Benefits*

Business Trust*

Companies*

Close Corporations*

Inter Vivos Trust*

Personal Planning

Succession Planning

Business Planning

Business Structuring

Life Cover

Dread Disease Cover

Disability Cover

Retirement Planning

Medical Aid

Short Term Insurance

Estate Planning

Last Will And Testament

Trust Audits*

Trust Setup*

Buy & Sell Structures

Surety Protection

Key Person Cover

Deferred Compensation

Preffered Compensation

Group Benefits*

Business Trust*

Companies*

Close Corporations*

Inter Vivos Trust*

Personal Planning

Life Cover

Dread Disease Cover

Disability Cover

Retirement Planning

Medical Aid

Short Term Insurance

Succession Planning

Estate Planning

Last Will And Testament

Trust Audits*

Trust Setuo*

Business Planning

Buy & Sell Structures

Surety Protection

Key Person Cover

Deferred Compeensation

Preffered Compeensation

Group Benefits*

Business Structuring

Business Trust*

Companies*

Close Corporations*

Inter Vivos Trust*

FKC WEALTH

Contact Details

Tel:

      014 592 2569
      014 592 2739
Telefax: 014 592 2785
Email: info@fkc.co.za  

Address

 @ Office Building
@ Office no 11
East Block Ground Floor
67 Brink Street
Rustenburg, 0299

Postal

Postnet Suite 4834
Private Bag X82323
Rustenburg, 0300

FKC WEALTH

Contact Details

Tel:

       014 592 2569
       014 592 2739
Telefax: 014 592 2785
Email: info@fkc.co.za 

Address

 @ Office Building
@ Office no 11
East Block Ground Floor
67 Brink Street
Rustenburg, 0299

Postal

Postnet Suite 4834
Private Bag X82323
Rustenburg, 0300

FKC WEALTH

Contact Details

Tel:

       014 592 2569
       014 592 2739
Telefax: 014 592 2785
Email: info@fkc.co.za 

@ Office Building
@ Office no 11
East Block Ground Floor
67 Brink Street
Rustenburg, 0299

Postnet Suite 4834
Private Bag X82323
Rustenburg, 0300

FKC Wealth IS AN AUTHORIZED FINANCIAL SERVICES PROVIDER FSB NR 29615. FKC Wealth (Pty) Ltd: 2015/324537/07

FKC Wealth IS AN AUTHORIZED FINANCIAL SERVICES PROVIDER – FSB NO 29615. FKC Wealth (Pty) Ltd : 2015/324537/07