Our Tailored Financial Services, we believe in building a relationship that goes beyond traditional financial planning and results in a more valuable financial life-planning experience. We partner with our clients over the long-term, guiding them through the various stages of wealth accumulation and protection, helping them to realise their financial ambitions, through sound, independent advice, personalised investment strategies with exceptional service.
We will design a tailor-made services according to your current needs. This will be done in a simple and easy to understand structure. We work in accordance with the FAIS ACT requirements. This is achieved by a 5-step process:
– First, we conduct a full introduction identifying your lifestyle and needs
– We then analyse each set goal one each and every client
– We present our Custom-made services to our clients
– With the clients needs addressed, we implement the planned strategy
– The strategy and all progress will be monitored and reviewed on an ongoing basis
– Asset Management
– Retirement Planning
– Off-shore investments
– Wealth Management
– Taking Advantages of Tax
incentives
– Pension Provident Funds
– Group Risk Cover, etc.
– Corporate Benefits
– Currency transfers
– Converting Rands into
different currencies
– Buying in at rates
– We specialise in wealth management
– We are proudly independent
– We have partnerships with top tier south African and international service providers
– We create long life relationships with our clients
– We work together with you
– Our testimonials back are services
– We are backed with a strong admin team with round the clock service
Tailored Financial Services is a division of Oracle Broker Services (Pty) Ltd. Our goal is to help our clients achieve success in all aspects of their finances. The planning phase involves analysing your financial goals, time frames, and tolerance for risk. We then draw up a realistic financial plan, which is then combined with a recommended investment programme. Medium-term savings requirements may take the form of a deposit on a house, a new baby, school, and university fees. whereas retirement, wealth optimisation, and estate planning are the mainstay of life-long plans. We have over billions currently under management through companies such as Ninety-one, Discovery, Liberty, Momentum, Sanlam, Glacier, Old Mutual and Allan Gray. Tailored Financial Services is Represented by Platinum Broker Jonathan Taylor and his admin staff.
We help you reach a Life-long approach to financial management within the context of a long-standing relationship with your experienced financial advisor is most likely to provide appropriate, integrated medical, risk protection, and investment plans to yield the successful wealth management and financial peace of mind that everyone desires. With an appropriate customised plan, meticulous implementation, and discipline, sustained incremental growth can become your financial reality.
Jonathan Taylor has worked with numerous high net worth individuals and he has years of experience and is engaged in continuous self-development. He holds testimonials for out standing service and Client Recommendations. His core value is to provide sound Sustainable Financial Advice.
– Jonathan is qualified with a RE5 Diploma.
– Jonathan has an NQF5 in Wealth Management.
– Jonathan holds a Platinum Broker title at Oracle Brokers.
– Jonathan always put’s the client first and gets the answers the client requires.
