WHAT WE DO

Financial Planning Solutions

Financial Planning Solutions

PERSPECTIVE

At MyPlan, we believe that efficient and effective personal financial planning demands the accurate assessment of your immediate and future financial needs. Therefore we undertake an intimate and intuitive understanding of the individual circumstances of you and your family to ensure that every eventuality is catered for, and that your long-term aspirations, goals and objectives are honoured, right from the start.

Backed by facts and science, our advice is based on knowledge and hard-earned insight gained through years of experience. In providing you with pertinent financial advice, we utilise robust, tried-and-tested advising and decision-making processes, while our information is gathered through incisive analysis of in-depth investigation into financial markets, the economy and investments.

By putting your needs at the center of our business and bringing you solutions that are truly geared for the future, we help design, implement and maintain a tailored financial plan suited to the specific needs of you and your family – seamlessly and efficiently.

FINANCIAL PLANNING EXPERTISE

Making the most of your wealth is an important part of life. It’s a way to fund experiences, support your family and enjoy treasured moments. Our priority is to help you grow, protect, optimise and ultimately transfer your wealth so that you can do just that.

At Myplan, we are dedicated to deliver financial planning, investment and wealth structuring advice for the benefit of individuals and their families, graduate professionals, business owners and their employees.

From planning an investment strategy to help achieve your goals, insuring your everyday and specialist risk, to optimising your wealth through tax efficient structures, implementing a comprehensive estate plan or employee benefits solution for your business – our qualified advisers can assist with both your personal and business financial planning needs.

INVESTMENT PLANNING

Saving, Budgeting, Investment planning & advice to ensure you reach your short, medium and long-term goals.

RETIREMENT PLANNING

Planning to secure your lifestyle before and after retirement by selecting the correct investment strategy today.

RISK COVER PLANNING

Risk planning & Insurance advice to protect against unforeseen events like death, disability, critical illness and the loss of income.

MEDICAL-AID & GAP COVER

Planning to safeguard against unforeseen medical expenses and ensure your family’s healthcare needs are adequately covered.

SHORT-TERM INSURANCE

Planning to protect your personal possessions and business assets against loss due to damage or theft.

TAX PLANNING

Planning to minimize tax liabilities and maximize the benefits of tax exemptions and returns with optimal wealth structuring advice.

ESTATE, WILL & TRUST

Planning to grow your assets during your lifetime and provide for your loved ones after your death.

A HOLISTIC APPROACH

Integrated Lifestyle Financial Planning

At MyPlan, we offer no generalist solutions. We don’t sell you products that you don’t need, nor do we invest your hard-earned money according to your personality or appetite for risk. Through integrated lifestyle financial planning, we shift the focus from planning for your money to planning for you.

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