Asked in almost every first conversation.
The questions people actually bring to the room, answered the way we answer them in person. The practical ones follow below.
And the ones about how it works.
How does it start?
With a conversation about you, not a brochure. We listen first: your life, your goals and your people. The plan comes after.
Are you tied to one product provider?
We advise on the Liberty platform, and Liberty is part of the Standard Bank Group. Our focus is the advice; the products only ever serve the plan.
How are you paid?
Clearly and upfront. How we are paid is explained before any work begins, in writing. [Exact wording to be confirmed with the practice.]
Do I need a certain amount before it is worth talking?
No. Plans are built around life stages, not account sizes. One conversation is enough to see where you stand. [Wording to be confirmed with the practice.]
What should I bring to a first meeting?
Yourself, mostly. If it is easy, bring whatever you have on existing policies, investments and retirement savings. If not, we start anyway.
Have a question of your own?
Ask it the way you would ask a person. A person will answer.
Prefer to talk first? Call the office on 021 670 5888.