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
Get a quote
Financial Wealth Planning
087 2323 468
Suite 1 & 2, 8 Richefond Circle, Ridgeside 3, Umhlanga Ridge, 4319
FSP: 49158 . Zensure is a authorised finanacail services provider