Our Triangle

Triangles = Strength

Triangles are the strongest shape! Any weight placed on them is evenly distributed between all three sides.

Growth Financial Planning places equal emphasis on creating wealth, protecting the financial wellbeing of you and your family and growing your assets.

We work with you to create a unique wealth strategy – a plan of action for building wealth. 

Create.

In order to create a personal wealth strategy, we will analyse your financial situation with you, compile a budget and discuss your long-term goals. Everyone has different needs - from educating children to saving for special items or occasions (a car, holiday or even a wedding) - and we work with you to incorporate these into your budget.

However, no budget would be complete without discussing medical aid, potential loss of earnings, emergency funds, and retirement. We guide you through the options available and design a plan to suit your needs.

We assist you with building assets that create both cash flow and equity.

Our model for financial success is based on a simple philosophy: spend less than you earn, invest your surplus wisely and leave your investments to grow.

Protect.

We assist you with protecting your wealth, your lifestyle and your health by building solid financial foundations.

We ask those dreaded but essential “What if…?” questions to provide you with financial freedom by creating a plan that is tailored to protect you and your family.

We incorporate income protection, medical aid, life assurance requirements, dread disease cover and the importance of a will into our discussion to ensure that every aspect of your financial wellbeing is covered.

Grow.

As people get older, they often think about how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren or charities takes careful planning and we incorporate this into your wealth strategy.

Once your wealth strategy has been implemented, we watch it grow.

We continually monitor your investments, discuss them with you and refine them to ensure that they are achieving long-term growth.