Client Care
We form long-lasting Relationships With Our Clients and Tailor Financial Plans According to their Individual Lifestyle Goals. Unlocking your financial potential.
“Personalized solutions for a happier, healthier, and wealthier life”
We help our clients overcome….
Reducing Anxiety
The fear of having no idea how long your retirement money will last.
Gain Clarity & Confidence
Gaining clarity and confidence around your financial situation.
All work & No Play
Working extremely long hours to sustain your current lifestyle.
Our Process
Listen
We learn about your background, your goals, and the type of lifestyle you lead. We will also ask questions about your dream lifestyle – what does your ideal life look like?
Create
After gathering all the data and information from you, such as budgets, incomes, expenses, assets, liabilities, and more, we develop various scenarios for you.
Guide
Client Care will remain available to you whenever you are in need of further advice, or if you would simply like to pop around for a coffee!
A quick guide to our process and how we can help you….
TESTIMONIALS
What Our Customers are Saying
We enjoy working with clients who are willing to make the necessary adjustments to their life and spending habits to ensure they stay on track with their financial plan.
The Impeys
The Impeys are in retirement, and with a little help from Client Care, they were able to consolidate a fragmented plan into a comprehensive lifestyle financial plan.
Through Client Care’s unique process, they were able to focus on what matters to them – their family and travel experiences – and put their trust in Client Care to manage the financial side.
Stratton Stone
Stratton Stone talks about working with Client Care during the process of setting up his business and planning for an amazing family holiday.
Dirk Groeneveld
Certified Financial Planner ®
Alex Blumberg
Certified Financial Planner ®
Frank Harpur
Short-Term Insurance Division
Ben Charlton
Certified Financial Planner ®
Zoe Clarke
Senior Client Administrator
Lynda Groeneveld
Accountant
Daniel Groeneveld
Client Administrator
LET’S TALK
Financial Planning
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