About paul fyfe financial planning

My Background

I have been involved in the Financial Services Industry for the past 28 years. Other than all the knowledge gained in the Industry over the years I also have the resources of Legal Teams in the Life Offices who assist when necessary.

In order to offer a competent service I have studied for the Advanced Diploma in Financial Planning through the University of  the Orange Free State. As a Member of the Financial Planning Institute (Only body certified to issue CFP License in SA) I am accredited as a Certified Financial Planner (CFP). This distinguishes me as a professional worldwide and requires me to comply with its code of conduct.

Financial Planning

Personal Financial Planning is the organization of an Individual’s financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets and liabilities to meet short, medium and long term objectives.

 

The process

In order to meet your objectives we need to:

· Set Measureable goals

· Understand the effect of each financial decision

· Re-evaluate your financial situation regularly

Steps in the Process

In order to meet the requirements of the FAIS Act and

most importantly your aims we need to:

· Establish and define our professional relationship

· Gather all your data and establish your personal & financial goals

· Analyse the information

· Prepare & present recommendations and solutions

· Implement the plan

· Regularly Review and Monitor
Text Box: History and experience has shown that out of every 100 people reaching the age of 65 years, 47 are dependent on family, 31 are forced to continue working beyond the age of 65., 16 are on a state pension, 6 are financially dependent. Who do you want to be?

To contact us:

Phone: 011-894-6419

Fax: 086 608 9389

Cell: 083 326 0683

E-mail: pfyfe@global.co.za
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