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For Financial Advisers

Financial success starts here

helping your business to the next level

01

company Legacy

You can be assured that we’ll help you create a legacy for your business for when you retire or pass away.

02

financial well-being

We help you create solutions to empower your staff to create long term retirement plans and wealth.

03

employee's families

You’ll be comforted knowing that should your one of your staff die or become disabled that they will be looked after.

the 3 major areas that affect businesses

planning for success

Our corporate Financial Advisers take special pride in getting to know you as a Business Owner or Director and deep-diving inro what makes your business tick.

Many of their own parents retired with insufficient savings, thus they are driven and take a special interest in ensuring that every client is equipped with the right knowledge to make better decisions so that the best solution for you and staff can be implemented.

important questions

have you asked yourself?

  •  How have you thought about protecting your eventual succession?
  • Is your business a family business? If so, do your children want to inherit the business or its financial value?
  • Are you happy to pay your business partner if he is disabled and cannot contribute?
  • What about their spouse if they were to die… do you want them as a business partner?
  • Will your business partners look after your spouse and kids if you were to die?
  • Would your business survive if the person most responsible for bringing in new business and revenue were to die?
  • It is great to plan for when your business will be a long-term success but what happens if it’s not? Is your wealth protected from creditors?
  • Are you enabling them to save for their own retirement and break the cycle of poverty?
  • Have you delegated your responsibilities to them or are you abdicating your responsibilities to them?
  • If you were to have one of your staff members die or become disabled, could you look at their loved one’s in the eye and tell them you made a plan to help look after them?
  • How would you look after them in the future… for the next year or the next 10 years?

client outcomes

What you can expect from us

You will know exactly what you need to do to have the highest probability of achieving your goals and mitigating risks that could prevent you from achieving them.

our values

  • Independence
  • Integrity
  • Honesty
  • Accountability
  • Gratitude
  • Respect
All our advice will always be aligned with your most important goals and your most deeply held values.
You will know exactly how much cash reserves you should have, why, and how to make that happen.
You will know, specifically, the best way to manage, reduce, or eliminate your debt in a timeframe that works for you.
You will have the right amount of every type of insurance that you need to protect your Financial Plan.

community is key

professional partnerships

Short-term insurance

Short-term insurance specialists will help you to cover the financial risks to your material possessions and those of your loved ones without paying hefty premiums.

Tax & Accounting Specialists

We coordinate with your Tax and Accounting Specialist or your Accountant to ensure all our advice is aligned with the most tax-efficient practices.

Fiduciary specialists

Having us coordinate with our Trust and Fiduciary needs, all your legal documents will finally be in one place so that, if you are unable to speak for yourself, your wishes will be carried out. We have partnered with Nexus Fiduciary Services.

medical aid specialists

Our healthcare brokers will help you understand the complexities of your scheme and help you make the correct choices in choosing the correct plan and the most appropriate medical scheme provider.

We have partnered with Nexus Fiduciary Services – Find out more here: nexusfiduciaryservices.co.za

We Will Help You Every Step Of The Way

Let’s take the first step together toward your financial freedom. We are here every step of the way.

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At Nexus Independent Financial Professionals we focus on making your dreams a reality by making the complex decisions around Financial Planning simple.

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Conflict of Interest Policy

Nexus Independent Financial Professional Pty Ltd is an authorised Financial Service Provider in terms of the FAIS Act (License no 1242) I Privacy Notice