GPS coordinates: lat: -33.953281 - lng: 25.581610

Consolidated Financial Planning

Address:

221 Cape Road, 6001 Port Elizabeth - Parsons Hill

Telephone:

+27 41 37 37 999

Fax:

+27 41 37 37 177

Description

Consolidated Financial Planning (Consolidated) is an authorised financial planning business that provides professional and independent advice. Our focus is to provide you with a financial plan tailored to your lifestyle needs and goals. We refer to this as a "lifestyle financial plan". It is a living plan which reflects the dynamic events and goals relevant to you rather than being a static document.

Keywords

Budget, Financial Advice, Retirement, Estate Planning, Risk, Savings, Funeral Cover, Retirement Planning, Employee Benefits, Debt Management, Pension Fund, Unit Trusts, Provident Fund, Retrenchment, Trustees, Financial Plan, Dread Disease, Provident, Retirement Funds, Corporate Solutions, Financial Literacy, Actuarial, Financial Planners, Financial Education, Accident Cover, Money Matters, Money Management, Withdrawal Benefits, Group Benefits, Investment Strategies, Endowment, Trusted Advice, Good Governance, Income Disability, Living Annuity, Lifestyle Planning, Living Financial Plan, Your Future, Financial Wellbeing, Financial Industry, Planning your Future, Group Life Cover, Seamless Transition, Financial Workshops, Group Disability, Certified Financial Planner, Pensions, Resignation

Company description

Our infrastructure is robust and takes advantage of a number of strategic alliances to provide unique and world class planning tools; business processes and communication solutions. Our technology platform - iSystems - integrates and provides personalised reporting, communication and services on a regular basis. As a professional service offering, our fees will be agreed and paid by you, rather than the industry norm where the product provider pays the planner. At Consolidated your interests and lifestyle are our reason for being. We commit to annual reviews with you so that we always understand your needs and can re-evaluate your plan to suit you. We promise ongoing education and informative updates so that you are always kept in the know about current affairs - both financial and lifestyle. Client events also provide an effective opportunity for you to meet and greet like-minded people as well as our Team. For example, you will enjoy complementary membership to the monthly acsis / Personal Finance Financial Planning Club.

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