Authorised Financial Services Provider
What We Do
We believe in a holistic approach to achieving all your financial dreams and goals that creates quality of life and peace of mind.
To achieve this we need to:
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Know YOU
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Know YOUR family
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Understand YOU
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Help YOU
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Simplify YOU
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De-clutter YOU
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Reduce YOUR anxiety about your financial wellbeing
So YOU can focus on what is important to you and your family's life.
We want YOU to be part of your own financial plan and destiny that creates financial freedom and gives YOU the control to make informed decisions.
When we work together we focus on the following five-step process:
Step 1 Getting to know you & your future plan/needs
Step 2 Analysing your past and present financial outlook
Step 3 Craft a plan for your future that is achievable and suits your needs. This is a co-creation process
Step 4 Professional recommendation and implementation of the plan
Step 5 Continuous discussion and support about your financial wellbeing
We do this through a series of in-person meetings with a documented plan that you can use to see your goals and track your progress.
Book a complimentary consultation to discuss your options to most effectively reach your financial goals, without sacrificing your quality of life.
Our Strategic Strengths
Wealth Planning
The pursuit of dreams is something we all share. There’s the dream of generating income while preserving wealth for retirement; purchasing a vacation home; and funding your children's or grandchildren's education. And, of course, there's the ultimate dream of leaving a legacy to the next generation by using our services to set up your will. WealthGro can help you succeed the right way, with a personalised wealth management plan.
Retirement Planning
In a financial context, retirement planning refers to the allocation of finances for retirement. This normally means setting aside money today to obtain a steady income at retirement age. Besides tax relief, the goal of retirement planning is to achieve financial independence, so that the need to be gainfully employed is optional rather than a necessity.
Risk Assessment
Your ability to earn an income is your biggest asset. But is this asset protected? And if you have a business, have you factored in the risks of capital and cash availability, interest rate fluctuations, creditworthiness, and the price volatility of certain investments? By looking at the bigger picture, we will be able to ensure that your investment growth always exceeds your standard of living.
