25 years of
Today's wise choice defines your tomorrow
THE IMPORTANCE OF HAVING A FINANCIAL PLAN
Needs, dreams and goals become reality when you plan to make them happen. A financial plan is a blue-print that helps you get the best of your resources and makes your needs and wants achievable.
I believe that you need a plan that adapts to each stage of your life. Your needs and wants change as you get older. As a student, life is simple but when you get to own your home with family and responsibilities, life becomes complicated and less predictable.
A plan will not protect you from life’s ups and downs, but it will give you options and mean you can overcome rather than succumb. That’s why its important to partner with an advisor that understands you and your financial goals and can work with you to make them happen.
THE FINANCIAL PLANNING PROCESS
Pietermaritzburg and KwaZulu-Natal
0027 82 256 5927
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"Sharon is extremely knowledgable and we are has only provided sound advice on the Explore ProTech platform. Thank you for sharing your knowledge."
Nestene Botha/ Charted Accountant and Director/ Explore Protech
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