Value in Simple Terms
Emil Trautman provides financial planning services including estate planning, pre and post retirement planning and investment planning to professionals, executives and high level entrepreneurs.
We bring you financial services you can understand. Success and value is inevitable with our no nonsense approach to delivering appropriate and understandable financial advice to you.
A wealth of over 20 years of experience plus high value supplier partnerships help us to build strong relationships with our clients. With these tools we redesign your financial environment with one major goal in mind: “Creating and retaining real wealth, regardless of your current situation.”
Our core value and business drivers are to supply you, as our client, with real and tangible value in your financial portfolio combined with ultra simplicity in understanding and usability.
The ultimate objective of successful financial planning is to be financially independent from ANY life event.
Lifetime Financial Planning
Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying an investment property, saving for your children’s education, an extended vacation or planning for retirement.
The financial planning process consists of six steps that help you take a “big picture” look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status, coming up with a strategy or plan for how you can meet you goals given your current situation and future plans and then finding and matching appropriate financial products to suit your individual needs.
Part of our process is to determine your money personality which helps us with financial and investment decision-making processes and to match you with the appropriate products and services.
Personal Solutions
We are intermediaries for the leading financial institutions and have a range of products and solutions to cater for all your life and disability insurance, investment and asset management.
One of the most important instruments is our comprehensive and effective last will and testament, which our existing clients describe as the most thorough ever seen.
Business Solutions
Protecting your interest in a business is the most important part of financial planning. It is often the most neglected. We supply Buy & Sell Agreements, Key Person and Contingent Liability contracts and insurance.
Employee Benefits
We offer extensive employee benefit solutions, including group life and retirement funds and group medical aid. Our solutions include best of breed administrative systems, investment fund managers and annual risk re-broking.
Office: 081 327 5696
