Listen and understand
Before we begin putting any financial or investment plans in place, we will meet for an informal cup of coffee so that I can learn about you and so that you can decide whether you would like to work with me or not. Everyone is different and so we will allow the financial management process to unfold in line with your own level of comfort and your individual circumstances. We will assess your current financial situation and discuss the short, medium and long terms goals you have for your life, that of your family and where applicable – your business.
Once we have developed a solid understanding of your goals, we will apply our expertise to prepare an accurate, feasible financial plan designed to help you realise those goals. Your customised financial plan will include a combination of insurance solutions, as well as investment strategies – depending on your particular requirements. We’ll arrange a follow-up meeting with you to discuss your proposed financial management plan before we implement any of the financial management strategies advised.
Once we have finalised your financial plan with you, we will set the ball rolling and implement the plan for you. We believe in working efficiently and so we make the implementation of your financial management plan simple and hassle free.
Life can take unexpected twists and turns and our aspirations can mature and change over time. It is for this reason that we will meet with you on a regular basis – annually at a minimum – to review your financial situation, your life and your business to ensure that your financial plan is still geared to meeting your needs.
While we don’t need to live in each other’s pockets, we believe that it is important to stay in touch regularly – over and above our periodic review meetings. The door at Ginsberg Financial Brokerage is always open to our clients and we encourage you to contact us with any concerns or challenges that you have. If you’re facing a change in life – be that career, relationships, family matters or any other change – we’re here to offer you advice and support.
Ginsberg Financial Brokerage. Helping individuals and businesses prosper since 1991.
An Authorized Financial Services Provider | FSP No. 3991 | We are FICA and FAIS compliant