Getting to Know You | Marnis Boersma | Registered Financial Adviser | Succession Financial Planning | Pretoria

Why it is necessary

Understanding you

To develop a specific plan tailored for you, it is vital to have as much personal and financial details as possible.

This includes pertinent information to your current life stage, such as your balance sheet, income and expenses as well as communicating your hopes, dreams, and aspirations.

By utilizing all your data, we are able to provide you with a customized financial plan.

Protection of personal information

Your information is safe and secure

We adhere to the guidelines afforded by SFP in line with the Protection of Personal Information Act in which we are committed to keeping your information confidential and only process such information with the intent and purpose it was collected. Where necessary information will be shared to action any recommendation provided.

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