Financial planning & wealth coaching2018-10-29T11:42:53+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.

Service Provider: Legacy-Map Risk Management

Financial Planning & Wealth Coaching - Destinata Holdings

VALUE ADDED SERVICES

  • Financial & Affordability Assessments
  • Personal Coaching
  • Wealth Coaching
  • Business Coaching
  • Insurance
  • Estate Planning
  • Integration with the trust advisors and accountants.