Our difference
How we can help your business
Our clients
Get in touch
Our difference
Our Clients
Get in touch
Financial planning
Our all-inclusive financial planning suite is crafted to address your client’s needs and those of their family and related entities. From analysing their investments and long-term risk portfolio to assessing lifestyle assets, liabilities, and budgetary needs, we provide comprehensive solutions designed to empower you in planning for both individuals and businesses.
What our Financial Planning suite can do for you:
Investment Planning
Long-term risk planning
Explore wealth creation strategies.
  • Conduct a thorough cash flow analysis to understand your financial situation.
  • Apply our unique houseview to create a personalized investment proposal tailored to your goals and preferences.
Our Investment Planning suite has the following components:
Save for retirement
  • Determine capital surplus or shortfall at retirement.
  • Calculate required savings to achieve retirement goals, with flexibility to adjust retirement age, investment yield, and savings based on affordability.
At retirement and wealth preservation
  • Focus on wealth preservation for clients with investments.
  • Create comprehensive cash flows to determine required withdrawals from voluntary investments
  • Perform a liquidity test to project the impact of withdrawals on the voluntary investment portfolio.
Save for a goal

Define multiple future goals and calculate required savings for each, considering time, frequency, and investment yield.

Lump-sum and recurring investments
  • Project the future value of lump-sum and recurring investments or withdrawals.
  • Compare investment strategies based on term, client's risk assessment, asset allocation, and historical returns
Assess the estate position and dependents' well-being in the event of death, sickness, or permanent disability.
Our Risk Planning suite has the following components:
Death
  • Calculate a client's position in the event of death.
  • Determine the amount of capital required to wind up the estate.
  • Ensure that sufficient capital is available for dependants.
Dread disease

Record the cover available in the event of dread disease.

Lump-sum and recurring investments
  • Project the future value of lump-sum and recurring investments or withdrawals.
  • Compare investment strategies based on term, client's risk assesment, asset allocation, and historical returns.
Permanent Disability
  • Determine how much capital is required to settle immediate expenses in the event of disability
  • Calculate how much capital and income will be required to cover the client's regular expenses.
Business needs analysis

In this module we enable you to plan for the following business risks in the event of death or disability of one of the business owners:

  • Buy and Sell arrangements
  • Key person
  • Contingent liability (Surety)
  • Credit loan account protection
  • Overhead expense protection
Plan smarter for individuals and businesses
Our comprehensive Financial Planning suite is designed to empower you in planning for both individuals and businesses. We offer a wide range of financial planning services, including investment planning and long-term risk planning.
Let us help you guide you clients towards financial success.
Set up a demo
© 2024 Elite Wealth. All rights reserved.
Client and practice management
Client portfolio and reporting
Financial planning
Business intelligence
Third-party integrations
PAIA Manual
Information officer
Email
Telephone
Berinda Buitendach
support@elitewealth.biz
0861 222 378
Privacy Policy