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 ®
Ben Charlton
Certified Financial Planner ®
Zoe Clarke
Senior Client Administrator
Lynda Groeneveld
Accountant
Lilly-May Lubble
Client Administrator
LET’S TALK
Financial Planning
LATEST NEWS
Read Latest Updates
Life annuity or living annuity?
Deciding when to retire is a massive decision we will all face one day. Apart from preparing ourselves for the lifestyle changes that come with stopping work, we must also make some decisions about our retirement investments. One of these decisions is choosing a life...
A sideways-moving market
We don’t like to talk about markets very often because what they do is beyond our control. Unlike others, we also do not claim to know where they will be in the following days, weeks, months, or years. Years, yes, in years, the markets will go up, but that’s another...
Simply Having A Plan Leads To More Wealth
In many of our articles, I bang on about the importance of having a long-term financial plan. The simple reason for this is that most people don’t have a plan, even if they work with a financial planner. A survey in the USA revealed that although 75% of their citizens...