GPS coordinates: lat: -33.728069 - lng: 18.965494

Succession Financial Planning

Address:

11 Dorp Street, Paarl, 7646 Paarl

Telephone:

021 2007740

Fax:

0866866297

Description

Succession Financial Planning is an independent specialist financial planning company dedicated to helping people achieve financial success. We focus on business owners, professional and the individual who want to ensure that their wealth and risk is adequately protected and responsibly managed.
The tool we use is called the Succession Plan. It will help you to:
Obtain a clear vision for growth and protection.
Cover your risk.
Plan your estate.

Keywords

Financial Services, Investments, Wills, Estate Planning, Business Assurance, Risk Assurance

Company description

We offer our clients the promise of a lifelong partnership.
My Vision: To deliver Financial Services with Passion, Honesty, Integrity, Transparency and Availability.
My Mission: To be the leader in the Financial Services Industry by making a difference in people’s lives.

Service Areas

Cape Town, West Coast, Overberg

Spoken languages

English, Afrikaans

Other Businesses: