- Just allow us to do a FNA (Financial Needs Analysis) for you
What is a FNA
- A fna helps to determine your financial needs. It helps to determine your risk and financial needs more correctly, so that you will be insured efficiently in times of death, disability and when a chronic illness is diagnosed.
- It also assist you in plan your retirement.
- It helps you to be prepared to know your shortfalls and to be prepared for tomorows challenges.
A FNA involves
- Determining how much Life Insurance you need.
- Determining how much disability insurance you need.
- Determining how much severe illness insurance you need.
- Determining how much and how you need to build your savings and wealth creaton to retire with enough income.
- Though a FNA we calculate your estate duty as other cost payable on your death
- A FNA should be done and reviewed every year..
- Putting the correct insurance in place for your future, can save a lot of heart braking moments for you and your family
What happens after a FNA is done?
We will discuss the results with you, and we will suggest to you how you can correct it, and we will provide the products to you that suites your needs.
What does it cost?
A Financial analysis where we visit you will cost only R350.00
Completing the online form and receiving the results cost only R100.00
Free for people that takes there financial planning serious
If you do decide to take a risk, Life insurance or a Investment or a retirement annuity product with us, the analysis is for free.
How do I start with the FNA
There are 2 ways to do the FNA
1. Contact us if you stay in gauteng and we will do a analysis at your office or home.
2. Complete our online form and when we have completed the analysis we will contact you to discuss it.
The information you provide to us will be kept confidential and will not be shared with any one or business.
I want to know my risks and continue to complete the online form LETS GO.
