The
GUIDING HAND
process
We value trusting and positive long-term relationships and it is with this in mind that the Guiding Hand process was developed.
During a long cycle one day, Deon realised the immense value of having a partner who can help you and guide you, sometimes with a little push, to get to where you need to be. The core of our practice, is to be a partner to our clients, providing a guiding hand to them on their financial journey
Relationship
We get to know you, because here, we build positive long term relationships through F.O.R.M.
Goal Setting
We help you define your goals and develop a strategy.
Action Plan
We work with you, to create a plan to achieve your goals.
Tailored Plans
We present you with tailored plans and recommendations.
Implementation
We help and guide you to implement tailored plans and recommendations.
Review
Together, we continuously review and monitor your goals, strategies and progress.
The Guiding Hand process is designed to assist our clients to surmount obstacles and gain forward momentum towards their financial goals.
