Plan-B Vision is to assist our clients as a team in reaching their financial goals.<br><br> &bull; through expert advice and excellent service<br> &bull; to grow our business into a successful financial planning organisation.<br> Plan-B has a particular focus on adding value through building and maintaining wealth for our clients. We harness the strengths of all the individual members of our team in order to provide a balanced solution to our clients' needs.<br><br> Plan-B works within the guidelines of the financial planning profession. We are guided by the financial planning process to: &bull; Create a financial plan; a detailed strategy tailored to a client's specific situation and meeting a client's goals<br> &bull; Implement financial plan<br> &bull; Review financial plan<br> Our clients include individuals and business owners that place a high value on obtaining financial advice. We provide advice regarding the following:<br><br> Personal Assurance: Life Assurance, Trauma/Disability Assurance, Income Replacement Assurance, Term Assurance, Bond Assurance<br> Business Assurance: Buy-and-sell Assurance, Key Person Assurance, Surety Protector<br> Retirement Planning: Retirement Annuities, Provident Funds, Pension Funds, Investment-linked Life Annuities<br> Investment Planning: Education Planning, Medium-term Savings, Collective Investments, Money Market Investments, Stock Exchange-linked Products (in association)<br> We also have access to specialists who can assist you with:<br><br> Estate Planning, Employee Benefits, Family Trusts, Investment Trusts, Tax Advice , Medical Aid, Short-term Insurance