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Which financial services are offered by PSG Konsult?

Financial planning - A PSG Konsult financial planner helps you set goals, gathers and analyses qualitative and quantitative information in order to construct a financial services plan with regards to death, disability and retirement based on your present and future goals.
Will and Testament - A PSG Konsult financial advisor will help manage your finances in respect of your will, property, trusts, insurance requirements, income tax liabilities and estate duty to achieve certain financial objectives.
Trusts - A PSG Konsult fiduciary advisor will analyse your financial management goals in order to set up offshore trusts to best serve both the trustor and the beneficiary's needs.
Employee Benefits - Retirement planning is an essential part of your future financial security. A PSG Konsult financial advisor helps employers set aside funds for employees so that employees can maintain a lifestyle that is comfortable once they retire.

What are Financial Services?

Financial services include a group of financial products that are included in a systematic planning process which is a function of both wealth creation and wealth protection strategies. Financial planning utilises the knowledge and skills of a PSG Konsult financial advisor to decide on the financial services you need to ensure your future financial freedom, independence and protection.

Financial plannning includes planning as part of a process to determine financial goals, purposes in life and priorities. A PSG Konsult financial planner will assess your risk profile and current lifestyle to create a balanced and realistic plan to meet those goals. Essentially, financial planning uses financial services to help achieve your dreams. Financial planning is tailored to individual needs to create a detailed strategy of 'what needs to be done' to reach your dreams. Financial planning has three types of goals: short-term (achievable under a year), medium-term (achievable in one to five years) and long-term (achievable in five years or more). Planning ensures that each goal is meaningful in the context of your individual situation, addressing financial weaknesses and building on financial strengths with the right financial services.

Financial planning enables careful analysis of goals which are subject to a reality check when considering current and future financial services needed to achieve your dreams. Your PSG Konsult financial planner will help you create a dynamic plan that changes continually to meet changing dreams, personal circumstances and phases of life as well as changes to financial services, markets and laws.

Your PSG Konsult financial advisor will help you build a plan that includes but is not limited to the following areas: cash flow management, education planning, investment planning, tax planning, risk management and insurance planning, estate and trust planning, retirement planning and business succession planning (for business owners).

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