InfoisInfo South Africa

DBF Financial Planning & Wealth Solutions CC
Insurance in Johannesburg

www.dbfgroup.co.za
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Remember you found this company at Infoisinfo (08) 2900 474?

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Randpark ridge Randburg. Johannesburg. Gauteng. 2169
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What you should know about DBF Financial Planning & Wealth Solutions CC

Insurance Brokers in Johannesburg, Investments in Johannesburg, Investment Services in Johannesburg, Business Finance in Johannesburg

At DBF Financial Planning & Wealth Solutions CC we act as financial advisors and provide financial planning solutions to both individuals and businesses. Trusting relationships begin as business relationships and become friendships that span generations. We operate in the greater Johannesburg area and our target market is individuals earning in excess of R20000., Discovery Life, Investec, Old Mutual, Stanlib, (Liberty life, as well as assisting people with investments and retirement guidance..DBF Financial Planning and Wealth Solutions as an authorised financial service provider and has arrangements with major Life and Investment Companies, Momentum life) DBF Financial Planning & Wealth Solutions cc believes in the creation of long term relationships with their clients. We at DBF Financial Planning & Wealth Solutions cc look forward to assisting you with your financial planning, assurance and investment  needs.

Financial Planning in the broad sense emcompasses our entire lifetime. Each individual had their own life stage map and we act as financial planning guides along the way. It is globally accepted that there is a financial planning process that must be followed to ensure that clients receive sound financial planning advice. At The DBF Group, we will work hand in hand with you to ensure that there is a comprehensive plan in place to achieve the optimum management of your wealth through personal goals and objectives, as well as long-term financial objectives. In this arena, we assist clients to address their investment needs (growth of capital, income provision. taking note of their ability to manage risk (volatility) and their life stage. An investment approach always needs to be personalised to the client’s specific objectives, eliminating fear and greed from their decisions. Increasing your wealth requires all investors to have clearly defined investment objectives along with a clear strategy on how these objectives will be achieved. Understanding these risks as well as implementing strategies to minimise these risks are important aspects of investing. This is a service to business to provide benefits such as Group Life, Group Disability, Pension and Provident Funds. Our advisors are suitably qualified in terms of regulatory exams and hold the coveted CFP qualification from the Financial Planning Institute. We provide bespoke solutions on an individual basis as well as solutions to the business owner. At The DBF Group, we will work hand in hand with you to ensure that there is a comprehensive plan in place to achieve the optimum management of your wealth through personal goals and objectives, as well as long-term objectives. An investment approach needs to be personalised to the client’s specific objectives. Increasing your wealth requires all investors to have clearly defined investment objectives along with a strategy on how these objectives. The DBF Group is dedicated to providing quality employee benefit consulting services to personal and SME’s. We are able to provide guidance and advice across all the major risk, investment and administration platforms.
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Additional information

  Opening times Opening Closing
   Monday 8:00 AM 6:00 PM
   Tuesday 8:00 AM 6:00 PM
   Wednesday 8:00 AM 6:00 PM
   Thursday 8:00 AM 6:00 PM
   Friday 8:00 AM 4:30 PM
   Saturday 8:00 AM 11:30 AM
   Sunday Closed

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