What is Financial Planning to us?

 

We understand that no two people are the same, and although the same approach to financial planning may be followed, your road map to Financial Freedom is unique to you. We help you plan and manage your financial position. Our role is to ensure that your goals and objectives become a reality. Whatever your situation, there are several key building blocks that we can use, in combination, to help make the most of your financial situation.

1

FIRST MEETING

2

INFORMATION GATHERING

3

WRITTEN RECOMMENDATION

4

IMPLEMENTATION PHASE

5

REVIEW

LAXMANS FINANCIAL SERVICES

Laxmans Financial Services

25 Allan Ford Close
Lincoln Meade
Pietermaritzburg | 3201

033 396 1859
082 375 8952

info@www.laxmans.co.za
dheeraj@www.laxmans.co.za

www.laxmans.co.za

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