Money
Talk^TM

LIVE THE LIFE YOU CHOOSE

MONEY TALK^TM Lifestyle Financial Planning is an independent financial planning practice that operates from Port Elizabeth.
We provide comprehensive, independent wealth management services to Retirees, Corporate Managers and Executives, Professionals, and Business Owners.
We guide you through the Lifestyle Financial Planning process to facilitate informed decisions and improve your probability of living the life you choose. Recommendations are based solely on YOUR personal values, needs, circumstances and goals.
We use a team approach when analyzing and planning your retirement, investment portfolio, estate plan, cash flow, and taxes.
We specialise in Retirement planning and also believe that planning for the unexpected is always a good idea; Redundancy or divorce can cause a financial crisis. The impact of a partner’s death is made worse without adequate insurance and retirement plans can often be seriously under-funded.
Changing careers can often mean a reduction in income over the short term.

Having a financial plan can reduce stress, replace chaos and put YOU in control.

VISION

To be the leaders in Values Based, Lifestyle Financial Planning

MISSION

We will achieve this vision by creating a living plan for every client to help you live the life you choose

VALUES

	Honesty
	Transparency
	Integrity
	Innovation
	Good ethics
	Family values
	Professionalism
	Practicing what we preach

Our goal = WORLD CLASS
Regular internal and external audits and Business Health Checks ensure that we constantly improve standards.

Our Ideal Clients …
want ultimate control; but want professional assistance in developing a strategy, and choose to delegate their investment management so they can focus on life.
want to work with a Certified Financial Planner^TM professional, rather than a sales representative.

For professional financial planning, we invite you to make an appointment today. Contact us now to set up an appointment...