Solid Rock Financial Planning cc

Solid Rock is a dedicated and approachable financial planning team where clients are able to seek financial advice without feeling intimidated. We can assist with all areas of financial planning and focus on the needs of the individual, ranging from young people who have just started working to the retired person and even group schemes. Our Key Services Is your will up to date? It is extremely important to have a correctly drawn up, valid will. This will needs to be reviewed regularly. Any changes in marital status, guardians, trustees or executors need to be noted and the will must be amended accordingly. Talk to Solid Rock about drawing up your will. Lifestyle Financial Planning Lifestyle financial planning with active asset managers involves a money manager or team of money managers making investment decisions on what to include in a portfolio. Managers are then able to maximise the return for investors by buying or selling securities on a fairly regular basis. Solid Rock can help you make the right investment decisions. Group Schemes Companies can choose to offer a group scheme to its employees. There are various kinds of group schemes such as a provident fund, a risk fund, a retirement annuity fund etc. Contributions from the employer and employee can also vary. There could be a 100% contribution from the employer, a 100% contribution from the employee or any combination of employee-employer contribution amounts. Solid Rock would love to discuss the options with you and your employees.

Address: 9 Howard Studios, Sheldon Way, Pinelands, Western Cape, South Africa, Postal. P.O. Box 737, Howard Place, 7450

Phone: +27 21 532 2732
FAX: +27 21 532 2731