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CORPORATE FINANCIAL PLANNING

Integral Wealth Management offers the following services to corporate clients: An Umbrella Pension Scheme to meet the retirement and life assurance needs of the company’s staff. Group medical aid with no underwriting requirements subject to certain criteria. Business assurance plans such as Buy and Sell Agreements and life cover, as well as Key Man insurance. Personal financial planning for individual staff on a confidential basis, including retirement advice. Retirement annuities for individuals if there is no […]

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STEPS TO TAKE FOR FINANCIAL SUCCESS

There are 5 well recognised steps to the financial advisory process: Prepare a budget detailing your expenses and your income. Then track actual expenses against that budget for a 3 month period, to see whether the budget is an accurate reflection of your reality. Check every debit order on your bank statement to make sure they are relevant. Make a schedule of all your assets and all your debt. Split assets into investment assets and lifestyle […]

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OUR SERVICE OFFERING

We recognise that different clients have different needs, different financial circumstances and different preferences. No client is too small for us – there are appropriate and cost effective solutions for everyone. We utilise a range of different product providers and platforms, offering a broad range of investment funds and products at differing fee structures. It’s important when looking at cost to focus on the benefits – value for money and price should not be confused. All […]

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THE FINANCIAL ADVISORY PROCESS

There are 6 well recognised steps to the financial advisory process: Identify your needs and objectives Gather information Analyze information and develop the plan Present the plan and the delivery thereof Implement the plan Review progress relative to goals and update regularly It is clear that a good financial advisor cannot do this without the full co-operation and involvement of the client. The more information the planner has, the better the plan is likely to be. […]

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HOW A FINANCIAL PLANNER CAN HELP YOU

Every person has different requirements when it comes to the management of their wealth. Some people are focused on meeting their basic needs only, others have basic needs as well as certain lifestyle requirements that their financial plans need to meet, and there are those who are focused on legacy issues, having met the first two needs. The outcome that you wish to achieve will have an impact on how you should be invested Some people […]

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