Financial Workshop is a completely independent brokerage established in January 1992. We have contracts with all the major assurers and service the Western Cape at large. We specialise in Domestic Short Term, Unit Trusts, Investments, GAP Cover, Medical Aid, Business Assurance, Income Protection, Retirement Products, and more.
Identify/prioritize objectives:
We'll assess your dreams, goals and needs to develop a clear vision of your
financial future.
Gather information:
We'll review all existing
investments,
insurance policies and
retirement plans.
Analyze information:
We'll work together to understand the big picture of your
financial situation and how the different elements may impact on each other.
Propose recommendations:
We'll provide written
financial planning solutions that align with your needs and goals.
Take action:
Once we propose specific
financial solutions to help you reach your goals, we can put your plan into action.
Track ongoing progress:
Because your needs and goals evolve over time, it's important to track your progress as part of an ongoing process.
