Building wealth

If you are in the wealth-building phase of life, we will help you understand what you have, where you are headed, and how you can best build and safeguard your wealth to achieve your goals.

In safe hands

Courtney Havers has more than 30 years’ experience helping individuals and families build and protect their wealth. Our focus is on what is right for you.

We will help you visualise and define the goals you are working towards, and guide you through your investment, pension, and protection options. We will align your financial arrangements to those goals using cutting-edge cashflow modelling technology, ensuring you receive a plan that is highly personalised to your ambitions and objectives.

How we work

The five stages to developing your lifetime financial plan
Initial meeting

1. Initial meeting

Get to know us (at no cost) and find out if we are the right financial planners for you.

Fact find

2. Fact find

Help us to get a clear picture of your current financial situation and your plans for the future.

Planning meeting

3. Planning meeting

We will begin to design your plan and make recommendations aligned with your lifestyle goals.

Implementation

4. Implementation

Sit back and let us implement the core recommendations from our agreed plan.

Ongoing service

5. Ongoing service

Meet with us on a regular basis to ensure you remain on track to meet your goals.