• strategic
    financial
    planning

    Ensure that you have a sound strategy in place, and watch your wealth creation take flight.

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“The true art of aviation lies in understanding the importance of a well designed flight plan. And then sticking to it.”

Jacques Hattingh
Jacques HattinghFIRSTGLOBAL Wealth Management, Aviator

STRATEGIC FINANCIAL PLANNING

Strategic financial planning forms the foundation for long-term financial success. To this end, FIRSTGLOBAL applies experience and sophisticated systems and methods to ensure that clients receive objective and sound advice on which to base their ever important investment decisions.

This happens within a framework of strategic GLOBAL financial planning in order to OPTIMISE estate security and value.

The financial planning process involves:

  • The collection and analysis of details;
  • Professional interpretation;
  • Presenting proposals regarding: Risk cover; Investments; Retirement planning; Estate and tax planning; and
  • Constant review of the process.

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FIRSTGLOBAL HAS ADOPTED THE LIFESTYLE APPROACH TO FINANCIAL PLANNING TO ENSURE THAT FINANCIAL PLANS AND INVESTMENTS ARE CONSTANTLY MONITORED AND REVIEWED TO STAY IN TUNE WITH EACH INVESTOR’S PERSONAL GOALS AND MISSIONS IN LIFE.