Financial planning & wealth coaching2019-05-10T09:17:00+00:00

FINANCIAL PLANNING & WEALTH COACHING

NO COACH CAN SEND A SPORTS TEAM ONTO THE FIELD WITHOUT A GAME PLAN.

This is the part of the process where you develop your game plan. Your current financial position and goals are analysed, and a plan is developed to get you from where you are to where you wish to be.

To participate in the full process, you need a combined gross monthly household income of R30 000 or more, and a disposable monthly income of R5 000 or more.

However, if you fall under the abovementioned income brackets, you can still start with your planning process with as little as R500 monthly disposable income.

CASSIE HENNING – SENIOR WEALTH MASTER COACH

Cassie joined Destinata Accounting in 2010. He worked as a Trust Accountant Administrator until 2013 when he was appointed as a Trust Bookkeeper within the company. In 2017 he wrote the Tax Technician exam and became a tax practitioner at the South African Revenue Service. He is also registered at the South African Institute for Taxpayers (SAIT).

He is currently fulfilling the role as Wealth Master Coach and is the first point of contact to create your wealth structure.

VALUE ADDED SERVICES

  • Property Planning
  • Financial & Affordability Assessments
  • Structuring
  • Personal Coaching
  • Wealth Coaching
  • Business Coaching
  • Insurance
  • Estate Planning
  • Integration with the Trust Advisors and Accountants