We keep the financial fires burning, providing light and warmth to our clients and their families
• we provide reliable, accurate service keeping our clients’ financial planning up to date
• we disclose all relevant information, so our clients can make informed decisions
• we provide trusted solutions that our clients can afford, caring about their financial wellbeing
• we never reveal client information without their consent
• we value personal relationships and keep regular contact with all our clients
We are passionate about the financial health of our clients and manages a business that provide advice and service to help them build and protect financial wealth, ensuring a bright future for them and their loved ones.
Our office will arrange a time for an interview with you. This is to explain how we work and answer all questions you may have.
We get to know what’s important to you and listen as you explain your goals, dreams and aspirations. We establish where you want to be, ultimately, and where you are today
Based on the data collected, we will identify all the issues relevant to your financial needs. We will assess and analyse each issue to formulate strategies to achieve your present needs and review all available options in order to attain your future dreams
We will submit a presentation which will describe your current financial position. This will include an analysis of your needs and goals. We will provide product recommendations to achieve your stated needs and goals and cover compliance related matters
We will ensure that you are comfortable with the recommendations and get your consent to proceed with the implementation. We will assist you to complete all the necessary paperwork, with signatures and approvals, and lodge the applications to the relevant product providers. You will be kept updated with the progress of the application
We will review your financial plan every year to ensure that it will continue to support and achieve your financial goals. We will implement any adjustments or additions necessary to ensure that your plan continues to deliver on your goals
-Funeral Cover
-Life Cover
-Disability Cover
- Income Protector
-Bond Cover
- Short, Medium & Long Term
- Unit Trusts
- Endowments
- Tax Free Savings
- Education Saving
- Retirement Annuity
- Pension Fund Preservation
- Provident Fund Preservation
- Life Annuity
- Living Annuity
- Wills and Testaments
No. 4
Abigail Plaza
Hammanskraal
0400
Email: solomon@setimofs.co.za
Phone: 079 729 8676