Client Care | Lifestyle Financial Planning

Financial Services - Port Elizabeth, Eastern Cape, South Africa

Client Care | Lifestyle Financial Planning Employees
Alex Blumberg

Associate Financial Planner

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Ben Charlton

Certified Financial Planner

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Client Care | Lifestyle Financial Planning Senior Management
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Client Care | Lifestyle Financial Planning Details

Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning. Dirk's passion for helping others with their life-plan has resulted in a business that aims to educate as well as advise.We form long-lasting relationships with our clients and take the time to get to know them on a personal level. From favourite holiday destinations to the dreams you have for your golden years, we gain insight into your goals and work with you to tailor a financial plan to suit your individual lifestyle needs. Client Care will always provide real and honest advice - no sugar-coating here. We believe that your financial freedom depends on making the right financial decisions every time and we are here to coach you through the hard times.Our comprehensive plans include risk exposure, i.e.: life and disability, income and investment structuring, estate planning, tax, wills, trusts - whatever your needs, we take care of the financial side and administrative burdens so that you can live your dreams.

Client Care | Lifestyle Financial Planning logo, Client Care | Lifestyle Financial Planning contact details
Employees: 5
HQ: (+27)415812833
Location: Port Elizabeth, Eastern Cape, South Africa
Revenue:
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