Dandelion Leaves

25 years of

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TRUSTED EXPERIENCE

Today's wise choice defines your tomorrow 

Lifestyle Planning

Work with the budget you have to create the future you want. Your lifestyle tomorrow depends on your actions today.

Wealth Advisory

Make your wealth work for you, know the markets and be guided with safer investments.

Short-term

From insurance to cove, from savings to markets, we have sound advice on short-term investments and products

Employee Benefits

Protect your work force and better engage with your team by supporting them to protect their financial futures.

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.

Image by Saad Chaudhry

THE FINANCIAL PLANNING PROCESS

1.

First Meeting

An introduction to define my proposition, collect FICA information and obtain an Appointment Letter, after statutory disclosures.

2.

Gathering Information

Collect and collate financial information using a comprehensive Factfinder and Astute.

The quality of the input determines the quality of the output.

3.

Analysis & Evaluation

Data is captured (AtWork), analysed and the gap between goals and current situation calculated. If we are first dealing with a single need, an analysis of this need is performed with the rest to follow later.

4.

Presentation of Results

I present the results of my analysis with recommendations and cost of implementation.

5.

Implementation

If you agree with the recommendations, these are them implemented with a product provider.

6.

Ongoing Review & Monitoring

At least once a year.

CONTACT ME

 Pietermaritzburg and KwaZulu-Natal

0027 82 256 5927

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TESTIMONIALS

"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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©2020 Sharon Alberts financial planner Pietermaritzburg created by Explore ProTech