Normak Financial Planners offers the following services:

  • Personal financial planning
  • Will and estate planning
  • Risk planning
  • Short medium and long term investment planning
  • Retirement planning
  • Business financial planning
    • Business liabilities
    • Succession planning
    • Business assurance
    • Short, medium and long term investment planning
    • Employee benefits

Why Plan For The Future?

There are many reasons why clients should engage in the process of financial planning. Some of the benefits include:

  • Maintaining a balance of capital and income
  • Protection against financial risk via long or short term insurance
  • Maintaining the value & purchasing power of capital
  • Legitimately minimising taxation
  • Achieving financial independence
  • Providing security for the family

The role of the financial planner in financial planning:

  • Advisory services regarding the management of financial resources.
  • Analysis of individual client needs
  • Preparation of a financial plan, based on the client's financial circumstances & objectives, including:
    • Present and future anticipated assets and liabilities
    • Insurance
    • Savings
    • Investments
    • Retirement and employee benefits

For more information on these services and why you should use them, see the blog article entitled "Why Plan For The Future?"

See what some of our clients have said about us here.

"Patience is a bitter plant, but it has sweet fruit." German proverb.

Make an appointment today, so that we can plan for a care free future.