Financial Planning

Welcome to Inventive Financial Solutions.

 

The purpose of our website is to give our clients a bit of insight into who we are and what we’re about. We’d also like to use this opportunity to educate and provide information on financial planning.

We provide a service to help individuals in their personal capacity with a financial plan best suited for their financial needs. We can determine what each persons financial needs are by doing a financial needs analysis. The areas that we specialise in are as follows; life cover, disability cover, retirement planning, investment planning, estate planning, to name a few.

We also provide business solutions to companies. There are times in business where certain problems may arise. Our role is then to provide the client the perfect solution for them and their business. Should any of these problems occur; the continuity and efficient running of the business will be ensured.

Our role is to help and advise companies and to ensure that their employee’s have also been looked after in the financial planning process. When providing benefits to your employee’s, we will do it in a way that will benefit both the employer and employee.