Deighleigh Financial Services
Insurance in Johannesburg
www.deighleigh.com
Address
5 Montagu Street Kensington. Johannesburg. Gauteng. 2094What you should know about Deighleigh Financial Services
Kevin du Plooy is a Certified Financial Planner who completed a Post Graduate Diploma in Financial Planning at the University of Free State in 2000 and has over 19 years of practical, independant experience as a Financial Planner for individuals and small businesses. Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals. Risk Management and Insurance Planning- Managing cash flow risks through sound risk management and insurance techniques. Investment and Planning Issues- Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending. Estate Planning- Planning for the creation, accumulation, conservation and distribution of assets. Cash Flow and Liability Management- Maintaining and enhancing personal cash flows through debt and lifestyle management. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their financial needs and risk tolerance. Portfolio performance and client satisfaction are our primary objectives. We differentiate our practice by providing exceptional customer service and simplifying the financial planning and investment management process for our clients. With over 19 years of experience, we can help you to chose the right Medical Scheme (and option) to solve your personal or Company medical cover needs. With access to a number of Retirement Fund administrators, we can design and implement cost effective, transparent and efficient Retirement Funds to suit your Company. With a proven track record of over 19 years weprovide you with a complete one stop solution. FINANCIAL PLANNING We have been proud members of the Financial Planning Institute (Member No. We can design a financial plan for you that clearly identifies your needs and aspirations. A well prepared Estate can save you thousands in fees, taxes and costs. Call us now to get yours done Then have a full assessment done to ensure your Estate can be finalised without putting your loved ones through more than just mourning your loss.
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