WHO WE ARE
We are a family owned; fully licensed (FSP 181) & independent financial planning practice established in 1994.
At TVZ, we offer holistic financial advice & services that are tailor-made to each individual’s specific goals & needs.
Our practice firmly believes in building long lasting relationships with our clients, providing financial guidance throughout the different stages of life.
With more than 50 years of combined experience in the financial sector, we are well placed to guide our clients toward financial prosperity & safety from financial risks.
WHAT WE DO
- Personalized consultations to identify the individual’s financial needs & goals.
- Quantifying these needs & goals through comprehensive needs analysis.
- Compiling and implementation of a Personalized Financial Plan.
- Regular revision and adapting the various components making up The Financial Plan, including….
Retirement Planning
Pre – Retirement planning: The process of determining retirement income goals and the actions and decisions necessary to achieve those goals.
Post – Retirement planning: includes identifying sources of income, estimating expenses and managing investment assets and risks.
Risk Planning & Estate Planning
Determining and implementing the cover needed to protect yourself and your family against the financial implications brought on by Death, Disability, Dread Disease and loss of income.
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of taxes by means of a valid will.
Savings & Investments
Helping clients quantify their short, medium and long term savings & investment goals and recommending suitable investment funds from renowned asset managers to achieve these goals.
Providing continuous fund management to ensure clients stay on track to achieve their investment goals.
Short Term Insurance
Determining and providing advice on the cover needed to protect your personal and business assets against unforeseen events.
What Clients Say
Address
21 Boundary Road, Gordon’s Bay, 7140
Phone
021 856 2100