Financial Planning

Financial Planning 2018-09-17T20:50:30+00:00

DHA Financial Planning Services

Financial Planning Services in Port Elizabeth

To effectively manage your finances and achieve your lifetime goals you will need a solid financial plan and a committed financial team to help you along the way.

Our financial planning process is designed around you and the best way to help you achieve your lifetime goals. During certain steps in the process your involvement is critical and we require you to be absolutely honest, open and thorough regarding the information we need you to share with us.

Our simple 6 step process

  1. We will meet with you to collect your information and set your goals.
  2. We will review and analyse your financial position which will allow us to determine your needs.
  3. We will put together a financial plan that we feel meets your needs and is suited to your goals, for you to review.
  4. We will meet with you to discuss this plan and agree on a way forward.
  5. We will arrange to meet with you on a regular basis to review your financial affairs.
  6. We will give recommendations along the way that will help you stay on track towards achieving your lifetime goals.