PERSONAL FINANCIAL PLANNING

When you have an unbiased, licensed financial professional guiding you with your personal budget, personal financial goals, asset protection needs and retirement planning, know that you are giving yourself a necessary head start in life!

Why do you need professional financial planning?

When you are young, healthy and carefree, you rarely stop to ask yourself questions like:

• Do I have adequate health insurance?
• What will happen if I become disabled and can’t continue working?
• Who will take care of my family if something happens to me?
• Will I be able to improve my standard of living in the future?
• Do I have a credit problem?
• Am I saving enough money for my future?

Do these questions make you uncomfortable and you would rather push them to the back of your mind? The truth is that the sooner you start taking a proactive step in planning your financial future, the better!

There are so many personal financial products available in South Africa, with so many brokers and companies trying to make a quick Rand out of selling you a policy. Without an objective, professional financial planner, it is easy to be conned into buying a policy that isn’t the best fit for you.

Counterstrike Consulting cc are authorised under the Financial Advisory and Intermediary Services Act to provide objective, unbiased financial investment advice.

The reason you need us to plan your personal finances for the future is because we have the experience and expertise to give you the financial planning that reduces your taxes, maximises your investment opportunities as well as the advice that suits your individual needs.

Different people require different financial planning advice and this is why we don’t have a one size fits all package. We aren’t linked to any specific investment company, which means that we can tailor make our financial planning packages (while still using the most reputable names in the industry).

Some of the personal financial planning services that we offer:

• Individual Savings Products
• Investments
• Wealth Planning
• Health Insurance
• Mortgages
• Retirement and Estate Planning
• Life Strategies and Targets
• Employee Benefits including Pensions, Provident Funds, Life Assurance
• Medical Benefits

We can also help you make provision for the future of your dependants with advice on creating a Will and minimising the burden of Inheritance Tax. Also, if you are experiencing financial difficulty, find out more about our debt counselling and investment plans for people with financial difficulties.

As with all aspects of our service we aim to work with our clients to enable them to maximise their wealth and to build value and security for the family as well as their business.