The Holistic review service offered by Confiance Multi Family Office (Pty) Ltd provides an all-encompassing overview of a client’s financial situation at a given time, and can be expanded to their related entities as well.
A thorough analysis is done by making use of the financial planning process, taking into account all the assets and liabilities of the client and looking into their current financial position as well as future financial forecasts. Furthermore, the financial needs of the client are addressed.
The holistic analysis provides us with insight into the following:
The holistic review allows us to help clients structure all their entities in order to reduce taxes and shortfalls and to provide for death, retirement & disability insurance. Furthermore, it is a holistic plan to meet the client’s future financial goals whether it be for buying a house, providing for your child’s education or leaving behind a legacy for your dependents.