As the number of potential investment options and regulations increase dramatically, the need for sound and trusted financial advice has become even more critical. SurePlan has core specialist financial planners, who are well-
With an old-
In the case of a business, it could be a pension or provident fund, key person assurance, contingent liability or partnership cover. An important component of the service provided is lifetime financial planning. This is a comprehensive process that is aimed at reliable attainment, over time, of personal wealth goals and objectives – within the lifestyle clients have chosen both for themselves and future generations. Sureplans’ consultants assist the client in setting financial objectives for the short, medium and long term, and then create a plan for achieving them – by way of wealth creation and preservation, income replacement, and the management of cash flow and liabilities.
Another important area of service is succession planning. This is vital for enterprises driven by entrepreneurs, who enjoy an income and lifestyle very much linked to the financial success of the business, which can be destroyed by early death or disability. Part of this succession plan is the preserving of one’s legacy by making use of trusts. SurePlan not only guards its independence fiercely but also maintains relationships with many suppliers of financial products and services. Therefore, its planners are not incentivised to market any particular product or service.