Our services include everything clients need to do now and in the future to reach their wealth objectives, and these include the following:
Wealth protection: This includes risk planning and protecting income against unforeseen events; i.e. death or disability.
Wealth creation: Making a client’s money grow involves selecting and managing the right investments, implementing tax savings strategies and putting a savings plan in place for retirement.
Estate planning: We handle the drafting up of wills as well as the administration of estates.
Financial Wellness: Debt management strategies, cash flow budgeting, and information around savings vs. investments are just some of subjects we cover.
Retirement Counselling: We take clients through retirement options, tax implications, private sector funds vs. GEPF and various investment channels.
When we first meet you
When we first meet with our clients, we go through a six-step process (as identified by the Financial Planning Institute of Southern Africa) to work out a way to best serve them. This process includes: establishing and defining the professional relationship, gathering information and identifying goals, analysing and evaluating a client’s financial status, developing and presenting recommendations, implementing them, and then reviewing and revising the changes to ensure they are up to date and relevant.
Basik Financial Solutions is accredited to market products from the following product providers