Do you know where your money is going? Do you know if you're ready for retirement?
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You can do some of this on your own, I recommend that you do. What you can’t do on your own is see your “blind spots”. You don’t know what you don’t know and when you find out, it might be too late.
My passion is working with families to help them develop their financial plan, as I work with you and your family to design your plan together.
Being an independent financial planner with an Advanced Certificate in Financial Planning (from Milpark Business School) and not influenced by an insurance company or commissions, allows me the unique opportunity to help you design your best life.
Terence is a true relationship builder, taking time to understand and connect. He is always willing to add third party specialists to the ring of understanding, building greater confidence in the jointly selected way forward. What I value is his ability to execute smoothly with a low admin drag. He has invested in some smart tech to make the customer journey as frictionless as possible. Beyond advice, he cares and demonstrates true friendship with a desire to be family-friendly and in service to those who entrust him with their financial matters.
YES! I am the only director and 100% owner of Rich Ideas Group (Pty) Ltd, FSP #50569. I am not influenced, nor compelled to support any particular investment product or insurance provider. I do have contracts with many of South Africa’s largest providers, but I also work with you to help you align your resources (capital and time) to what serves you best, with providers you feel are a great fit and help you reach your goals.
I like to consider myself your “go to guy” or your families “chief financial officer“, working with you to understand what is important to you and celebrating with you along the way.
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Life, dread disease, disability and income protection cover.
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Will you be ready for retirement. I will be fully transparent! How much is enough?
Get financial advice to meet your needs.
Everyone is unique, advice should be unique too.
Helping you to draft your will and legacy plan.
Don't leave it to chance.
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SOUTH AFRICAN INDEPENDENT FINANCIAL ADVISORS ASSOCIATION
Who are you? What do you think about? What is your relationship to money? These and many more questions, have a huge impact on you and your family reaching your financial goals. Telling you what to think and what to do, is not my business. Rather it is to work alongside you, so that reaching your goals is as easy as possible.
Terence Tobin is part of the Rich Ideas Group (Pty) Ltd, an authorised financial services provider #50569. Please read this important disclaimer.
