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Financial Planning Solutions

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Employee Benefit Solutions

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Estate & Trust Solutions

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Investment Planning Solutions

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Medical Aid Solutions

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Retirement Planning Solutions

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Risk Planning Solutions

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Short Term Insurance Solutions

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Tax Planning Solutions

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THE MYPLAN PHILOSOPHY

Our philosophy in financial planning is to give more because you expect more from us. We will therefore gather all relevant information about your personal financial situation to determine your goals, objectives, time horizon and risk tolerance. We will then develop recommendations for you based on a thorough analysis. In this process we will uphold your best interests by rendering appropriate advice.

OUR MISSION AND OBJECTIVE

To assist you, our client, in the process of accumulating real wealth and to guide you in the process of enjoying maximum fruits thereof, extending it to your employees; your family and loved-ones from cradle to grave and beyond.

MY FINANCIAL SOLUTIONS

  • My Employee Benefit Solution
  • My Estate & Trust Solution
  • My Investment Solution
  • My Medical Aid Solution
  • My Retirement Planning Solution
  • My Risk Planning Solution
  • My Short Term Insurance Solution
  • My Tax Planning Solution
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