What is a Holistic Financial Needs Analysis?

The process should encompass you and your broker reviewing the below aspects:

1. 1. Financial protection: Preservation and protection of existing assets and investments.
   2. Financial growth: Wealth accumulation and growth through the purchase of assets & investments, and increasing the value of these.
   3. Financial management: Management of existing wealth through regular review of financial plans to meet ongoing objectives.

For all your insurance needs Contact Natasha on 0747311019 or email natasha@innov8fs.co.za

FSB licence no: 22205