Behavioral Theories of Leadership What are Behaviors?
We focus on clients who have a minimum of R1 million to invest with us either in retirement funds or in discretionary assets such as shares, unit trusts or overseas investments. We are an independent advice-based practice, which means we are not tied to a specific product supplier.
This allows us to offer objective independent advice. We use world-class financial planning solutions that allow our excellent financial planning staff to provide our clients with optimal solutions.
Our Services Tailor-made Investment Strategies We develop tailor-made investment strategies for our clients. Our initial objective is to develop a proper understanding of our client's current financial position and future objectives. We use this information to develop a proper investment strategy that is unique to our client.
This strategy includes information on the level of risk that our client needs to take to achieve his or her financial objectives. We use highly advanced planning tools and a consistent, repeatable planning process to ensure that all our clients have proper investment strategies that suit their specific needs.
We are an independent advice based firm, which means that we are not product sellers. Our independence allows us to offer objective advice that is right for our client - as we do not belong to a product house; we are not obliged to sell one company's products.
Who are our clients? We specialise in working with retired people to ensure that their assets are correctly positioned so that they are able to retire with peace of mind.
We help business owners to structure their assets correctly and help them to plan for their future. This includes helping them develop the best structure for the ownership of their assets and the development of an exit strategy.
High net worth clients: We develop investment strategies for our high net worth clients to ensure that their assets are correctly structured. Managing the risk of their investments is usually the biggest role we play as they do not want to take excess risk with all their capital.
It is our experience that these clients usually require a trusted advisor who can assist them with their financial affairs. Our role is to play the role of financial coach and advisor to ensure that they are able to make proper decisions about their finances. Other Services Risk management: We are not insurance specialists, which means that whilst we take into account risks that could affect our clients we often use external specialists to assist our clients when the need arises.
These risks include disability, death and sickness. Estate and succession planning: This is a vital aspect of any financial planning, and often involves highly technical tax and legal knowledge. We normally use external specialists where we feel that their services are required.
We are not tax specialists but we do have relationships with various tax experts and will assist our clients in finding the necessary help when required. Define the professional relationship We establish and define the professional relationship between ourselves and our clients so that each party knows what to expect.May 09, · Simon Sinek and "The Golden Circle" - a clip from the TED Talk Full Video: caninariojana.com Warren Buffett's annual letter makes clear how he has been so extraordinarily successful as a business leader.
In his annual letter to shareholders this year, three key leadership . Mar 26, · Earlier this month, famed dealmaker Warren Buffett warned investors to stay away from Bitcoin, calling it "a mirage," saying that, while it may be a better way of transmitting money, the "idea.
May 07, · Warren Buffett is arguably the most successful investor in history, and a good part of his success is his ability to make investment decisions without being influenced by the combination of. Wealth Management. We offer our clients dedicated Wealth Management and Retirement Planning services.
We focus on clients who have a minimum of R1 million to invest with us either in retirement funds or in discretionary assets such as shares, unit trusts or overseas investments. Corporate governance is the mechanisms, processes and relations by which corporations are controlled and directed.
Governance structures and principles identify the distribution of rights and responsibilities among different participants in the corporation (such as the board of directors, managers, shareholders, creditors, auditors, regulators, and other stakeholders) and includes the rules.