Plan your finances
Glassock & Associates (VGA) is registered as an Authorised Financial Services Provider in terms of the Financial Advisory and Intermediary Services (FAIS) Act, and offers consulting and financial planning advice in:
- Local and offshore investments
- Taxation and estate planning
- Retirement planning
- Life assurance and related risk benefit consulting.
Advice on both a single need and full needs basis. For example, we can help you to decide what to do with your investment when you leave a fund, based on your individual circumstances, or perform a full financial needs analysis based on the lifestyle you want to have after retirement.
We are able to assist with advice for both pre- and post-retirement.
Our services include:
- Analysis of individuals’ financial needs
- Risk profiling
- Managing clients’ financial affairs
- Strategic lifestyle financial planning
- Financial research and advice
- Assistance with implementation of comprehensive financial plans.
Through a strategic partnership with independent financial services group acsis, we have access to a comprehensive lifestyle financial planning model which plots an individual’s financial course towards achieving a specified desired lifestyle after retirement.