IHN Konsult offers a personal, professional and holistic approach to financial planning. Our aim is to take the weight of financial planning off your shoulders and help you to make the best decisions to ensure that you have an improved lifestyle.

IHN Konsult will ensure that the wide variety of products and options available in the market are carefully considered to suit your personal needs as well as those of your business.

Information about Financial Planning

• What is financial planning?
• What are the advantages?
• Who provides the service?
• Where can I get more information

WHAT IS FINANCIAL PLANNING?

Financial planning is a process of setting objectives, assessing assets and resources, estimating future financial needs, and making plans to achieve certain goals. Many elements are involved in personal financial planning. Typical financial planning tools include investing, asset allocation, risk management,  life cover, retirement, insurance, and estate and trust planning.

In the long term, financial planning will assist you to manage your finances to achieve your goals and dreams, while at the same time negotiating the inevitable financial barriers that arise throughout life. Always remember that personal financial planning is a process and not a product.

Good financial advice is about providing you with the information you need to move in the direction to achieve your goals. This is why the financial planning services of a personal financial planner can make a huge difference to your financial future. Personal financial planning helps you create a stable future and improve your financial status by creating a plan that lets you save and invest your money so that it can start working for you.

An IHN Konsult financial planner can help you make financial decisions to give you peace of mind, because good advice is money well spent.

Contact a personal financial planner today for sound financial advice.

WHAT ARE THE ADVANTAGES OF IHN KONSULT'S FINANCIAL PLANNING SERVICES?

IHN Konsult's financial planners offer high quality, independent advice regarding all aspects of personal financial planning. Our independence is our most trusted asset, because this enables us to source the best options available to suit your needs - regardless of the product provider. This means that you will receive a service that matches the most suitable solutions to your very unique circumstances.

With IHN Konsult financial planning you never have to worry about being on the wrong side of the law. We have standardised our personal financial planning and investment processes to meet and exceed all the legal requirements. We recognise the need to measure our advice to clients according to a benchmark that sets the standard in the industry. Our benchmark of the "best advice" and offering "superior services" are the cornerstones of this process.

We have an extensive support structure to assist our financial planners and portfolio managers. Financial planning services rendered in this regards include:

• Induction training.
• Bi-annual work sessions.
• Other specialised training on an ad hoc basis.

We ensure a high standard of financial planning within the company and provide the means to maintain that standard. Our in-house designed financial planning tools and modules make it possible to deliver a professional financial and investment planning service, backed by our excellent reporting processes.

Start financial planning for your future, contact an IHN Konsult personal financial planner today.

HOW CAN I GET A FINANCIAL PLANNING SERVICE?

You can request to speak to an advisor and we will ensure that one of our highly skilled advisors will contact you.

WHO PROVIDES THE FINANCIAL PLANNING SERVICE AND WHAT OPTIONS ARE AVAILABLE?

We place a strong emphasis on personal financial planning services and on building lifetime relationships with our clients. We believe that the better you plan the better your future will be.

Our expert financial planners, portfolio managers, short-term insurance brokers and stockbrokers offer a unique one-stop integrated financial planning service, providing a diverse range of needs and offering appropriate financial and related products.

An IHN Konsult financial planner is a practicing professional who will assist you to manage various aspects of your financial wellbeing through proper planning. All of us can benefit from expert financial planning services including but not limited to: retirement planning, investment planning, risk management and estate planning and business succession planning (for business owners).

The following financial planning services are available:

• Managing of local as well as foreign investments and financial unit trust transactions.
• Advice on long-term insurance such as retirement annuities, endowment policies and life insurance at the company of your choice.
• Estate planning to structure a client's financial matters regards to will and testaments, properties, trusts and insurance.
• Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs.
• Monthly feedback and status reports on unit trust investment portfolios.
• Expert advice in respect of pension and provident funds.

For expert financial planning services, contact an IHN Konsult personal financial planner today.