Financial planning
Financial & Wealth Planning
Financial planning helps you determine your short and long-term financial goals. It creates a balanced plan to meet those goals, each individual requires planning for their financial freedom and security.
At Zensure we use our unique discovery and assessment process, which is proven to have a continuously high success rate.
The complementary process begins with a review of your current financial circumstances, anticipated changes, future goals, and results in your customized plan.
The financial planning process involves conducting a financial needs analysis to determine shortfalls and surpluses in the client’s estate. There are various aspects to consider when dealing with an individual, therefore a mandate is obtained from the client to deal with specific areas in personal financial planning.
As a value add we attend to the following queries on our clients behalf
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Financial Wealth Planning
Contact Us
087 2323 468
info@zensuregroup.com
Durban
2 Silver Oak Avenue, Mount Edgecombe Estate, Durban
Cape Town
Suite 306, The Colosseum, 3 Riebeek Street, Cape Town.
FSP: 49158. Zensure is a authorised financial services provider
