FINANCIAL WORKSHOP GAUTENG

Clients Trevor and Jenny who came to see Stewart about a savings plan for their unborn child, are an example of this While Financial Workshop Gauteng was ecstatic that this couple was expecting their first child, Stewart's paramedic background has made him aware that a lot can happen in the remaining second and third trimesters. Mark and Michele have been in business for themselves for some time and have accumulated considerable assets over that time. They wanted to see me to discuss the benefits of a trust, as they had been told that with the change in tax laws, trusts were not as beneficial as they had been in the past. Before setting up the appointment, I suggested that I would like another client of mine to join us in my office. This client is an attorney who sets up trusts and I  

Show more

knew that he would be able to answer any legal questions that may have come up. Liz was referred to Stewart by another client, for the sole purpose of analysing her existing portfolio. As with most new clients, Liz only reviewed her assurance / investment portfolio when an insurance salesman tried to sign her up for another policy. Stewart’s objective however, was to rather listen to Liz and to help her understand what she had in her assurance portfolio, without the pressure of having to sell her a product and without her feeling that she had to buy a product.