Client-centred financial planning services

Where we do differentiate is in our recommendations for each client. No two clients are the same, therefore there is no off-the-shelf product. We like to get to know each client before we consider which approach to recommend.

This is what you can expect when you work with us:

Individual assessment

It is about you, your current financial situation and your goals and aspirations.

Risk profile assessment

Together, we determine your risk profile. This is how much risk you are prepared to accept, and where you are on your financial planning journey.

Strategy development

Using our cashflow modelling software, we make recommendations and advise on a strategy. With your approval, we put that strategy into action.

Continuous monitoring

We monitor progress to ensure the plan remains on track. We meet annually to review progress and make any changes – either due to shifts in the market or in your own circumstances.

Access to the Plutus Investment Committee

This meets regularly to review market conditions and fluctuations, and to determine the best available products and funds for you. Being independent, we have access to all financial products on the market and can choose those that will offer you the best returns.

Meet the team