As a registered authorised financial services provider in terms of the Financial Advisory and Intermediary Services (FAIS) Act, Glassock is your ideal partner for consulting and financial planning advice for:
- Local and offshore investments
- Taxation and estate planning
- Retirement planning
- Life assurance and related risk benefit consulting
Our expert financial advisers can assist you with a once-off request or with your ongoing needs. Let us help you 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.
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
Contact one of our expert financial advisers now to assist you with your financial plan.