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For us, good financial planning encompasses many areas. It is why at Broker Assist; we see financial planning as a profession. Our integrated services keep every aspect of your life covered, so that you can focus on what is most important to you.
Due to current legislation, an increased awareness of product and investment risks has emerged. To address this, we deem it essential for individuals to have their own financial planner. Through a six-step approach, we are able to offer proper financial planning that addresses the needs of every client and their dreams for the future. We see our clients as our partners, sharing their decision-making and celebrating their successes with them, as someone who truly cares.
Risk cover includes: