Client Value Proposition

Transcription

1 Client Value Proposition Comprehensive Professional Financial Planning

2 Sigma BlueStar Financial Advisory Service Authorised by Sanlam Life, a Licensed Financial Services Provider This value proposition will provide you with a quick look at our business and service offering. Our advisors and personnel are passionate individuals, which by choice deliver a professional, competent and relevant financial service. Professional Will always be disclosed should never be a surprise to you Fees & cost Develop and maintain professional continues competence Research Staying current with trends and developments in the industry and applicability to our clients We comply with legal requirements and act within the industry s Code of Conduct Solid business practises Our clients: Individuals, business owners, businesses & institutions Dependable Detail is important and getting it right an absolute must We want you to have peace of mind our actions should speak of trust Specialize Integrity You need expert advice. We provide the expertise through highly skilled staff Confidentiality Long term relationship Privacy and security a priority concern Our business is to be personal and need to be with you all the way 1

3 We offer you an exceptional service and analysis process As you are one of our valued clients, we commit to working with you to determine areas for development within your financial situation and to implement a number of practical initiatives to drive your finances successfully into the future. This process, our Service Guarantee, symbolises commitment to all parties to ensure that your financial plan will be pursued proactively and implemented as required. The process that we apply when dealing with clients can be broken down into six basic steps: 1. Confirm appointment An appointment will be scheduled at through our Client Service Officer at a date and time of your convenience within 2 hours. 2. Fact Find Conduct a fact-finding interview and collect all your information. Ensure that the information collected is accurate and comprehensive and includes your specific personal and professional goals and objectives. 3. Information Analysis Based on the data collected, we will identify all the issues relevant to your situation. We will assess and analyse each issue. Formulate strategies to achieve your present needs. Review all available options in order to realise your future goals. 4. Recommendation We will describe your current financial position. Provide an analysis of your needs and goals. Provide product recommendations to meet your stated needs and goals. Provide you with details on future reviews and on-going monitoring. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Confirm appointment Information interview Information analysis Discuss recommendation Implementation Review 5. Implementation We will prepare to present our written recommendations. Confirm the presentation interview with you. Formally present our written recommendations. Discuss issues and queries to ensure that you are comfortable with the recommendations. Obtain your consent to proceed with the implementation of our recommendation. Complete all the necessary paperwork, with your signatures and approvals. Lodge the paperwork with the relevant financial services provider. Provide feedback to a lead source via a written lead feedback sheet. 6. Review We will arrange a review date with you. Prepare for and conduct your financial review.. 2

4 We offer the following product solutions and much more Business Owner Operational Financing for Operation Capital BEE New assets Property Franchise acquisition Existing business acquisition Contract guarantees Business Protection Short-term insurance Business continuation Buy & Sell agreements Key-man insurance Debt insurance Employee Benefits Medical Aids Tax systems Retirement funds Group risk benefits Umbrella trust services Education of benefits Professional Personal Financing Bond Personal Loan Life insurance Death Funeral (48hour pay-out) Income protectors Disability Accident Dread disease Retirement Special objectives Education plans Analysis of needs Tax implications JSE Shares Estate & Will RSA and offshore o Will o Trusts Tax planning Liquidity analysis Salaried Employee or Pensioner Personal Financing Bond Personal Loan Life insurance Death Funeral (48 hour pay-out) Income protectors Disability Accident Dread disease Retirement Special objectives Education plans Analysis of needs Tax implications JSE Shares Estate & Will RSA and offshore o Will o Trusts Tax planning Liquidity analysis Other Cash flow management Legal services Financial management Brand Marketing Business Mentor Business Consultation HR services & advice Commercial tax Business banking services Asset management Data back-up solution Tax Annual income tax Advice Pay restructuring Medical Aid Short term insurance Loyalty programme Banking services Tax Annual income tax Advice Pay restructuring Medical Aid Short term insurance Loyalty programme Banking services 3

5 Office Location Location Parking Office We are located in the central of Nelspruit (Mbombela), Mpumalanga province (South Africa) between Samora Machel (drive) and Bell (street) The best way to enter our parking area is come down Louis Trichardt into Samora Machel. Pass Shoprite Building on your right and enter parking area on right. From the parking area, walk to Sanlam building, enter and proceed to first floor. On the first floor, use the wall mounted telephone to notify us of your arrival. Personal will assist you with further directions to our office. Parking and building access for disabled persons. Advisors will visit location of disabled person if mobility to our office is difficult or impossible. Google Sigma BlueStar Nelspruit Contact Details Address Postnet Suite 46, Private Bag X11326, Nelspruit, 1200 Office h00 16h00 Fax hours available 24 hours available S E (GPS coordinates) 4