W&F Issue 4 2018

Wealth & Finance International - Issue 4 2018 17 One Life. One Chance. One Plan. Helping 1FINPLAN to differentiate itself from other similar firms, Riaan is keen to add that one major aspect of the company’s business is its ability to stand out from its competitors by providing great value for service in all of its offerings. “Being an independent financial advisor firm, we believe we offer so much value to our clients, and our team spends a lot of time going into product comparisons when looking at risk products. On the investment side, fee comparisons are also a major factor when we look at bespoke investment solutions for our clients. On our investment offering, we embarked on a process to offer our clients tailored investment solutions on different investment platforms through unique Investment Model Portfolios.” In his concluding comments, Riaan predicts what the future holds for the business, and is confident that the firm’s new online process will be of great benefit to 1FINPLAN. “Moving forward, we have just finished our latest online financial needs analysis and is very excited with the initial feedback we have received from our clients. We believe that our new online process will improve client experience, drastically reducing the time it takes to compile a personalised financial plan for our clients to ultimately become financially independent.” Riaan Lessing, Madelein Burger and Sean Engelbrecht pictured