It’s never too early to start planning for your financial future.
Effective financial planning is an ongoing process, not a one-time exercise. Financial planning is about creating long-term savings and maximizing all available tax efficiencies so that you can have more choices throughout your life. Life has a way of throwing us curve balls, but with prudent financial advice and practices, you can be prepared for whatever comes your way.
Your personal situation is unique and remains unique through every stage of your life – and your unique situation is constantly changing. Things like job losses, career changes, income variations, family additions, loss of a family member; or an adult child suddenly becoming dependent will change your financial dynamic and can alter your long-term financial goals. These types of changes need to be planned for, and adapted to, to achieve the results you want in the long run.
At Erven Planning we can help you establish a plan that will fit your current needs, and be adjusted as those needs change. A financial plan developed with one of our professional financial advisors will maximize the benefit to you in any situation so you can achieve strong financial independence.
PLANNING FOR A SECURE FINANCIAL FUTURE INCLUDES:
- Goal Setting: Start planning by deciding what you want the outcome to be. You need to decide where you want to be at various stages of your life and determine the income you will need.
- Changes: Change is constant. Think about the changes that may happen in your life so that you and your financial advisor can plan and prepare for it.
- Set in Motion: Once you have anticipated any changes, your financial plan is set in motion.
- Updates: Regular updates provide a health check on your current and future financial plans, and ensure that your original goals are met or revised. Updates may be annually or quarterly.
- Checking in: Your investment products need to be regularly checked for progress. Your financial advisor will go through the products and discuss the impact on your goals so you can anticipate your financial future.
- Making Adjustments: With all the information gathered regularly about your investments, the right adjustments can then be made to secure your financial plan so that it succeeds in providing for you, whatever circumstances you may find yourself in.
WE BELIEVE IN KEEPING YOU UPDATED ON ALL ASPECTS OF YOUR FINANCIAL SITUATION THROUGH:
- Annual Progress Reviews (more frequently if needed)
- Phone appointments if needed
- Special Reports as needed
We care about fostering a strong, long-term relationship with you and making your life-long financial goals a reality. To make that a reality, at Erven Planning we are committed to the following service model:
- We aim to respond to any request within 24 hours.
- We endeavour to minimize the jargon and explain in simple terms the impact on your financial future.
- We will be as accessible as possible.
- We will monitor your plan to maximize its efficiency.
- We will strive to make your financial contribution as low as possible.
- We promise to help you achieve your goal of a secure financial future.
At Erven Planning we have the knowledge, expertise, and products to help make your financial journey a success – ask us!
Our Service Model
It’s never too early to start planning for your financial future.
Effective financial planning is an ongoing process, not a one-time exercise. Financial planning is about creating long-term savings and maximizing all available tax efficiencies so that you can have more choices throughout your life. Life has a way of throwing us curve balls, but with prudent financial advice and practices, you can be prepared for whatever comes your way.
Your personal situation is unique and remains unique through every stage of your life – and your unique situation is constantly changing. Things like job losses, career changes, income variations, family additions, loss of a family member; or an adult child suddenly becoming dependent will change your financial dynamic and can alter your long-term financial goals. These types of changes need to be planned for, and adapted to, to achieve the results you want in the long run.
At Erven Planning we can help you establish a plan that will fit your current needs, and be adjusted as those needs change. A financial plan developed with one of our professional financial advisors will maximize the benefit to you in any situation so you can achieve strong financial independence.
PLANNING FOR A SECURE FINANCIAL FUTURE INCLUDES:
- Goal Setting: Start planning by deciding what you want the outcome to be. You need to decide where you want to be at various stages of your life, and determine the income you will need.
- Changes: Change is constant. Think about the changes that may happen in your life so that you and your financial advisor can plan and prepare for it.
- Set in Motion: Once you have anticipated any changes, your financial plan is set in motion.
- Updates: Regular updates provide a health check on your current and future financial plans, and ensure that your original goals are met or revised. Updates may be annually or quarterly.
- Checking in: Your investment products need to be regularly checked for progress. Your financial advisor will go through the products and discuss the impact on your goals so you can anticipate your financial future.
- Making Adjustments: With all the information gathered regularly about your investments, the right adjustments can then be made to secure your financial plan so that it succeeds in providing for you, whatever circumstances you may find yourself in.
WE BELIEVE IN KEEPING YOU UPDATED ON ALL ASPECTS OF YOUR FINANCIAL SITUATION THROUGH:
- Annual Progress Reviews (more frequently if needed)
- Phone appointments if needed
- Monthly E-Wealth Reports
- Special Reports
- Quarterly detailed Portfolio Reports
- Your own Personal Financial Website – 24/7
We care about fostering a strong, long-term relationship with you and making your life-long financial goals a reality. To make that a reality, at Erven Planning we are committed to the following service model:
- We aim to respond to any request within 24 hours.
- We endeavour to minimize the jargon and explain in simple terms the impact on your financial future.
- We will try to be as accessible as possible.
- We will monitor your plan to maximize its efficiency.
- We will strive to make your financial contribution as low as possible.
- We promise to help you achieve your goal of a secure financial future.
At Erven Planning we have the knowledge, expertise, and products to help make your financial journey a success – ask us!