Financial planning is about understanding where you are now, what concerns you have at present and what goals you want to reach in the future. Through robust financial planning we can help you reach your objectives, whether that is to manage your transition into retirement, plan your exit from a business venture or to ensure your wealth is passed through the generations in a tax efficient manner.
We collaborate with you to build your financial plan so that your money fuels the life you want to live. We spend time to really understand what is important to you in the future, as only from there can we guide you through the various decisions that arise throughout your lifetime.
We then put together a financial plan for you, drawing on our years of expertise and knowledge. We then discuss with you various strategies to suit your needs and objectives. This plan enables you to build, manage and protect your wealth and is the start of our relationship with you.
At Indaba we offer a personalised service built on trust and experience. We work with you over time to ensure your plans remain on track and constantly evolve to suit your needs, both now and in the future.
As an independent financial planning firm, we provide objective advice that is aligned with your best interests. By partnering with Saltus we are able to access additional expertise and investment strategies through Saltus Asset Management but can also access alternative solutions to suit our client’s needs.
