How Advice Works

Below are steps you should take into consideration when seeking advice.

How Advice Works

Step 1

YOUR LIFE STAGE

Understanding your financial situation. This is a critical step. Whether you’re starting your first job or preparing for retirement, the more Leon Bart knows, the better the financial advice he can give you.

Step 2

REALISING YOUR GOALS

Every dream deserves a plan. Defining your dreams and goals will bring you one step closer to achieving them. And by getting the right advice, at the right time, you can start realising them and planning your future.

Step 3

TRANSLATE YOUR GOALS

Identify your financial needs. By gaining deeper insights into which areas of your life you’ve already provided for and which need more development, Leon Bart will be able to better help you plan for your future.

Step 4

YOUR FINANCIAL PLAN

Customised to meet your needs. Via a thorough financial needs analysis, Leon Bart will formulate a comprehensive tailor-made financial plan – designed to make your dreams a reality.

Step 5

A NEW BEGINNING

With the right financial solutions. Once you have a financial plan and have agreed to the right solutions, Leon Bart will implement them through a quick, seamless process.

Step 6

KEEPING IN TOUCH

Process reviews and updating goals. Regular reviews ensure that you remain on track. Your needs and goals are bound to change, so it’s crucial to analyse and re-evaluate your plan every year.

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Call Me

+27 73 490 0874
+27 21 276 1279

Reach Me

Alchemy FS, Lonsdale,
Pinelands, 7405

Operating Hours

MON - SAT
08:00 - 21:00