Structure a new holistic financial plan

Step 1

Meeting with your assigned financial advisor

The meeting between yourself and the financial advisor can be set up using one of the following methods:

  • Telephone
  • Zoom, skype or MS Teams Meeting
  • Whatsapp Video Call

Click the button below to send us your details and we will be in touch with you within 24 hours

Step 2

Data Collection

After your discussion with the financial advisor, he/she will ask you some questions for data collection purposes. Obviously, as every financial plan gets tailored to clients needs, each clients personal information needs to be used for the structuring of their financial plan. This is a painless process and is normally incorporated into your first meeting with the financial advisor.

Step 3

Proposal Presentation

At this point, you will have another meeting with your financial advisor where he will present you with a proposal. This proposal will include your data that has been captured in step 2 and will be tailored to your needs. You will receive a copy in your inbox which you and the advisor will discuss together.

If you are happy with the proposal the process will proceed to step 4. If you are not happy with the proposal, the financial advisor will go back and adjust the financial plan according to what you discussed.

Step 4

Implementation of plan

After the proposal is accepted by you, your dedicated financial advisor will assist with all of the paperwork associated with the implementation of this financial plan. Further to this, your dedicated financial advisor will review your tailored financial plan annually to ensure that your needs are still holistically covered. We at Charl Greyling Financial Advisors understand that the most important part of any financial plan is to ensure that it changes as your needs change.

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