Financial advice

Nelson Mandela Bridge, Johannesburg. Image: <a href'http://www.flickr.com/photos/76236133@N00/1325775532/'>Von_</a> Nelson Mandela Bridge, Johannesburg. Image: Von_

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.