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I create value for my clients by following 5 Easy Steps: First, we’ll set financial goals in all areas of our Client Financial Wellness Dashboard. Secondly, we’ll prioritise these goals. Thirdly, I’ll be assessing shortfalls/surpluses based on the difference between your goals and your existing situation. Fourthly, we’ll implement a plan of action based on your unique circumstances. Lastly, we’ll review the action-plan on an on-going basis and make adjustments as life happens. I am qualified by Liberty to do comprehensive financial needs analysis on the Wealth Protection, Wealth Creation, Wealth Preservation and Estate Planning in order for you to achieve a balanced portfolio.
I love getting to work with individuals to put together a plan and find solutions where most people wouldn't look. I Enjoy getting to think outside of the box to best suit the challenges that my client's face.
I finished matric unsure of where I wanted to go, I was sent to study and did a General BCom which I didn't complete because I had no direction. I was given the opportunity to intern under a financial planner and got to see the value that it provides. I fell in love with the profession and how it can change people's lives.
I am extremely passionate about what I do, I believe in giving the best advice available, even when it ends up costing me money to save my client's money. I believe in ethical practice, providing full honesty and service that is above and beyond.
I provide my services both in person and remotely, I have adopted systems to allow my clients to be anywhere in the world.
I have set up process to have contactless meetings with my clients and complete documents required virtually.
4,40/5,00
based on 7Â 168 reviews
Professionalism, knowledge and understanding of the work he does, calculations without errors, and explaining every step of the way until work is completed,
10 Oct 2024
Ishkaar and team are absolutely amazing. Ishkaars ability to navigate through a personalized life plan that suits my lifestyle and needs deserve commendations. He is knowledgeable, understanding and offers a great wealth of information so you know exactly what you're getting into. Highly recommend! Would not do business anywhere else.
12 Jul 2024
Dusan, is extremely organised. Dusan honestly investigates, which option would be in the clients best interest. He cares about giving great service.
18 Apr 2024
