At Finlink we believe in providing holistic financial planning that is tailored to your lifestyle goals. Your goals are at the centre of this plan, and inform the thinking around how to best manage and grow your wealth. Ultimately, we aim to help you determine how much is enough and achieve peace of mind, while targeting returns you need to fulfil these lifestyle goals.
OUR VALUE
STRATEGY
Finlink assists clients in understanding their current financial life, the consequences of decisions and appropriate changes to be made, in order to achieve financial freedom…
ADVICE
Finlink’s advice process, technical skills and ability to optimize what is available to achieve a successful strategy for life, is also a key value to clients…
HOUSE VIEW
The value of the Finlink house view is to provide a constantly applied philosophy and framework for informed decision making…
SECURITY
We provide and maintain strict levels of service and infrastructure. This includes client record keeping, levels of expertise, licencing and legislative requirements…
LIFESTYLE
Your financial plan starts with you - your hopes, fears, goals and vision for the future, incorporating both your current lifestyle and your desired lifestyle.
RETURN
Once we have a better understanding of you, your goals and what you want to achieve, together we will determine the required investment returns in order to achieve your lifestyle goals.
ASSET ALLOCATION
Your required investment return will determine the asset allocation of your investment strategy, taking the associated investment risks into account.
RISK
We look at risk holistically in the context of lifestyle goals, your financial circumstances and what it is that you are trying to achieve. This assessment includes inflation, investment, personal, business and behavioural risks.
A STRATEGIC APPROACH
Your financial life considered: Finlink provide a clear strategic view of your cash-flow, taxation, retirement, investment, wealth structuring, risk management, wills and estate planning.
THE KEY TO GUIDING YOUR LIFESTYLE STRATEGY
Finlink provide the key to your Lifestyle Strategy through intelligent planning, commitment to your financial well-being and offering our on-going dedication to ensure you have up to date and relevant information – helping you make the best decisions about your income, investments and assets – in order for you to achieve your financial goals.
OUR VALUE
- Rendering of financial planning and the relevant advice associated with such planning
- Facilitation and implementation of solutions with financial services providers
- Review of implemented plans in accordance with the requirements of each client.
- Co-ordination of other areas of professional expertise in the structuring, implementing and monitoring of financial plans.
- Ongoing review, monitoring and adaption of financial plans.
An Authorised Financial Services Provider
Number 14194