Investment Planning
The first step in creating an investment plan is to work with a financial advisor to understand your current situation and decide what you want to accomplish with your portfolio. We will assist you to identify what is important to you, including your attitude towards investment risk, asset allocation and investment costs.
This Includes:
Investment Planning, Retirement Planning, Educational Planning, Savings Planning
Investment Planning
Investment planning is very important to ensure you reach your financial goals. One of the key objectives of any investment made is to ensure that you achieve returns over time that will beat inflation and outperform bank deposit accounts.
Every individual will have a different investment goal as well as a different risk profile and investment term. These are all very important factors that needs to be considered before making an investment decision. We at TaylorMade Wealth management will assist you to create an investment plan that will suite your needs and circumstances to achieve your investment goal.
Retirement Planning
Retirement planning is a key aspect of any financial plan.
It will always consist of a pre-retirement plan which will include sufficient savings towards your retirement fund as well as a post-retirement plan to provide a sustainable income after retirement. A very important advantage of contributions to a retirement fund is the fact that you can qualify for an annual tax deduction. A detailed retirement analysis is the most effective way to determine if you will reach your retirement goals. We will assist you to ensure that a detailed analysis is done for your peace of mind to ensure you will reach your goal to retire financially independent and to identify and shortfalls you need to address.
The investment decisions you have to make at retirement is very important as this will ultimately determine if your retirement capital will sustain you and your family until your death. At TaylorMade Wealth Management we will assist you with a financially sound investment proposal to ensure the most effective retirement income plan for you and your family.
Education Planning
Start saving for your child’s education and future today.
You can never start saving too soon for your child’s education. The earlier you start with a savings plan for your children, the more your savings will grow and the sooner you’ll reach your goal of offering your child the best possible education.
Education costs are increasing substantially every year.
We will assist you to provide a taylormade solution to ensure your children can receive the best possible education they deserve.
Savings Planning
Saving for a specific goal can be a daunting task and requires patience and perseverance. We at TaylorMade Wealth management will assist you to create an investment plan that will suite your needs and circumstances to achieve your investment goal.
Contact us
We would love to hear from you. Contact us with any queries or questions you may have.
info@tmwealth.co.za
8 Eastwood Ridge,
20 Eastwood Ave,
Randpark Ridge,
Randburg
Office Hours:
Monday - Friday, 08:00 - 17:00
Closed Saturdays, Sundays, and Public Holidays
Authorised Financial Services Provider: License Number 46182
