Ethix aims to provide Financial Planning and Management processes and solutions to and/or in your business to increase your profitability, decrease your overheads, bringing additional expertise in different categories of financial planning to your doorstep, thereby freeing you up for you to see more clients and enabling you to provide a more comprehensive quality service to your existing clients.
At ethix we achieve this by:
- Providing Quality Financial Planning advice, processes
and solutions to your practice which will be adapted to cater to our dynamic
and progressive financial services industry, one that is evolving exponentially;
- Actively implementing the six step process to Financial
Planning;
- Taking a “big picture” view of your practice
and your client’s situation and provides options or solutions from which
to choose;
- Facilitating Comprehensive Financial Planning as an
outsource resource, in the following areas:
- Single Financial Issue e.g. Succession Planning, Risk Management,
Investment Planning, Retirement Planning, Asset Allocation and Fund Management,
and / or
- Focused Objective/Calculation e.g. Death, Disability, Retirement
Calculations, Tax Calculation, Estate Liquidity Analysis, CGT Calculation,
Retirement Option Comparisons, and / or
- Full Wealth Planning Analysis which would include Succession Planning,
Risk Management, Wealth Accumulation (pre retirement) and Wealth Preservation
(post retirement);
- Business Needs Analysis and/or Corporate Benefits Analysis.
- Implementation advice and proposals based on the choices made by
the client as above - thereby ensuring that the client gets the right product
- Import Quality Planning and Management Processes and Solutions into
your business to increase your profitability, decrease your expenditure, bringing
additional expertise to your practice, thereby increasing your productivity
and service to your clients.
- Training on advanced financial planning processes and solutions.
