Consult Heritage Park

With over two decades of industry experience and a Post Graduate Diploma in Financial Planning, Marthinus brings a wealth of expertise to holistic financial planning and advice for his clients.

A LIVING FINANCIAL PLAN THAT GROWS WITH YOU

As a client-inspired advisory business, our purpose is to provide you with objective financial advice that would assist you in achieving your unique financial goals.

Just like a tour guide would carefully map out a journey or tour, so can we assist you in carefully mapping out your financial journey to provide you with the direction you need to make those difficult financial decisions, now and into the future.

With the help of your Consult Adviser, we will embark on a journey to first determine your future objectives and goals, then have a look at your current financial situation before developing a plan of action on how to bridge the gap to reach your financial destination. We journey with you from Point A to B, and make sure that you reach your financial goals successfully over time.

Whether your goals are to protect your peace of mind, your lifestyle, your health, your assets or to grow your wealth – we are committed to partner with you on your financial journey, no matter how long it takes for you to reach your goals.

WHAT TO EXPECT FROM YOUR CONSULT ADVISER

You can expect professional, unbiased, objective financial advice from your Consult Adviser. We only partner with advisers who share our vision and passion for financial advice, those who are willing to foster long-term relationships with their clients and advisers that live by our values of honesty and integrity and always display ethical behaviour.

Consult Advisers will follow this process to ultimately provide you with your own, personalised financial plan.

FINANCIAL PLANNING FOR ANY LIFE STAGE

Whether you are interested in a comprehensive financial plan or if you have a very specialised financial requirement, your Consult Adviser can guide you on the following aspects of financial planning:

• Debt and cash-flow management - advice on personal budgeting and dealing with debt
• Risk planning - to understand the impact of dying prematurely, becoming disabled or suffering from critical illness
• Pre-retirement planning - to ensure that you save enough to maintain your lifestyle in retirement
• Post-retirement planning - wise investing to ensure that your capital outlives you
• Investment planning - for advice on the creation and preservation of wealth, taking into account risk, tax and liquidity factors
• Health planning - to combat rising healthcare and medical aid costs and ensuring a plan that suits your family’s healthcare needs
• Asset protection - for protection against personal and commercial assets