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Services

Investment Management Services

 

Our first step in working with the client is to develop a clear understanding of your financial goals and objectives, which we will then document for future reference.  Based on the initial discussion, we will design a strategic and tactical asset allocation policy; recommend appropriate investment vehicles and money managers, monitor performance, conduct ongoing due-diligence, report results and recommend changes as may be required. It’s a rigorous portfolio construction process, based on insightful analysis, with the goal of providing you with the highest probability of achieving your financial goals.

Retirement Benefits Counseling

 

  • We offer Retirement member Education either at pre or post retirement as well as at retrenchments stages

  • We assist members of retirement funds with Investment member choices

  • We assist Retirement Fund members with Income Replacement Ratio Calculations to help members better prepare for retirement from a post retirement income point of view

  • We are able to work with Retirement Funds who have got inhouse Preservation Funds and post retirement solutions for members with member Retirement Benefits Counseling Services

  • We assist members and Organisations with Pre and Post Retirement Planning

     

     

     

     

     

     

     

     

     

Financial Planning Services

 

From retirement planning to Estate and tax strategies, our team goes beyond advising on financial matters. We help clients manage their financial planning needs and opportunities, while assessing risk and helping plan for unexpected events. In this way, we help clients manage their financial picture – present and future.

Developing the client’s financial plan may include the following:

 

  • Insurance planning – Life cover, Disability cover, income protections, Funeral plans

  • Retirement Savings – Retirement Annuities

  • Education Savings – Recurring contribution savings

  • Investment Planning – Exchange Traded Funds (ETFs), Unit Trusts, Endowments, Tax Free Savings Plans

     

     

     

     

     

     

     

     

     

Fiduciary Services

 

 

  • Drafting of wills

  • Initiate and manage trusts

  • Conduct estate planning and analysis

     

     

     

     

     

     

     

     

     

© 2024 Net Wealth Analytics is an authorised FSP 45110

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