MONEY TALK - Port Elizabeth

We provide comprehensive, independent wealth management services to Retirees, Corporate Managers and Executives, Professionals, and Business Owners. We guide you through the Lifestyle Financial Planning process to facilitate informed decisions and improve your probability of living the life you choose. Recommendations are based solely on YOUR personal values, needs, circumstances and goals. We use a team approach when analyzing and planning your retirement, investment portfolio, estate plan, cash flow, and taxes. We specialise in Retirement planning and also believe that planning for the unexpected is always a good idea; Redundancy or divorce can cause a financial crisis. The impact of a partner’s death is made worse without adequate insurance and retirement plans can often be seriously under-funded. Changing careers can often mean a reduction in income over the short term.