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What We Can & Can't Do as Lifestyle Financial Planners

We are a qualified, client-centered lifestyle financial planners committed to creating sustainable plans which are personally tailored. We enable our clients to live their dream lifestyle through careful planning and coaching. What We Can Do:1. Help you clarify and achieve your hopes and dreams2...

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Dirk

Does how Life Assurers pay their Consultants show their true colours?

The changes happening in the Financial Services Industry are aimed at making Financial Planning a Profession, similar to Accounting and Law with the outcome being that the end user/client gets a Professional service and a fair deal. There is no place in the future for commission-driven sales peop...

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Does how Life Assurers pay their Consultants show their true colours?

The changes happening in the Financial Services Industry are aimed at making Financial Planning a Profession, similar to Accounting and Law with the outcome being that the end user/client gets a Professional service and a fair deal. There is no place in the future for commission-driven sales peop...

Read More

Dirk

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