Financial Planning

Ascor® is a fee-based practice providing independent professional financial advice. Our team of CERTIFIED FINANCIAL PLANNERS® can assist you with developing a strategy to manage your financial affairs, to meet life goals, or navigating through life changing events. In these uncertain times you need to ensure that you have a personal financial plan, or you may run the risk of a compromised lifestyle.

Ascor® has a team who can assist in the following areas of financial planning:

  • Estate planning

  • Drafting of a Last Will and Testament

  • Advice on Retirement planning

  • Wealth creation

  • Insurance requirements

  • Investment planning

  • Medical Aid schemes and planning

Financial Planning is an ongoing process that will assist you to make the right practical decisions about your money and that will help you achieve your life goals.

 

Wouter Fourie CFP®, the co-founder, was was rewarded for excellent financial planning by being voted the Financial Planner of the year 2015/16.

Ascor® has been voted best Financial Advisor Firm in South Africa on two occasions. This competition is run annually by International Adviser in association with Old Mutual.

The Financial Planning Institute (FPI) of South Africa has recognized Ascor® Financial Advisors CC for its high quality of professional standards by awarding Ascor with an inaugural FPI Professional Practice™ certification.

Ascor® Independent Wealth Managers Professional Practice FPI logo

 

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Planning for tomorrow, today.