There are so many priorities claiming your
time. There are also unforseen events and changing desires. The one goal
that remains constant is the need to plan for your future security and
a life where you can achieve your goals.
Financial planning process:
YTFS uses the six step financial planning process as prescribed by the
Financial Planning Institute (FPI) of South Africa and the Financial
Planning Standards Board.
The steps are as follows:
We establish and define the professional relationship so that each
party knows what to expect. We then gather all the necessary information
including: current financial position and personal financial goals.
The information above is analysed to determine the client’s
financial position. We prepare and present our solution and recommendations.
We then implement the plan. Finally, we review and monitor our client’s
financial position and investment strategy at least annually.
whether its risk cover or investment should form part of your greater
Every client is individually assessed and personal service guaranteed