Through Exceed Asset Management we provide financial services across the spectrum of private client requirements. All our activity is scrupulously regulated and managed by an accomplished and experienced financial planner, Suzette van Niekerk (CFP), from our Somerset West office.
Individual Analysis and Financial Planning
Providing the best advice and management to suit our clients’ financial requirements with a comprehensive requirements analysis that includes:
- Investigating and analysing your needs and unique circumstances
- Determining your appetite for risk
- Formulating income and/or capital growth requirements
- Determining your investment and retirement needs
- Developing, maintaining and reviewing written investment proposals
- Completing mandates and application forms
- Implementing the physical investment of your agreed upon financial plan
- Reporting back to you on a quarterly basis
- Annual feedback for tax purposes
Because our private client services are provided from within the larger Exceed group you benefit from a host of expert skills and resources not found in more constrained financial services providers. This not only increases your financial advantage but also means you can depend on a higher level of substance and dependability from our investment and financial advice.
To learn more about Exceed’s private client services and what they can do for you, please contact us directly.