Leadership In 2022 and Beyond.
Traditional Leadership is full of ruthless managers who focus solely on profit and margin.
O ne of the most important aspects we as financial planners can focus on is protecting that which we hold dear to us. And for the vast majority of parents, myself included, that is ensuring that my 1-year-old child gets access to the best education and development, regardless of whether I am no longer around, disabled, unable to earn an income or severely ill.
This is why the launch of EduPlan, our new division is solely focused on one of the most important aspects of financial planning, education planning. It is a streamlined, very specific, focused aspect of financial planning and advice. There is no business here for an investment return discussion or massive portfolio reviews. The sole purpose of this division is to ensure that in troubling times your children’s educational and support needs are carefully crafted through an experienced EduPlan advisor to put your child’s needs at the forefront of your financial plan. It is no secret that children are a massive cost to your portfolio. And for us, having incredible tools to be able to plan for this with the real-life scenario is priceless.
Many education-based products in the country are very much a use it or lose it scenario. However, in partnership with Capital Legacy our new EduPlan division aims to solve child related insurance problems by running through a first of its kind product in the insurance industry. And ensuring we can solve a problem efficiently and effectively. We see financial planning as a multitude of different silos, and we finally have a solution that can to the rand allow us to plan effectively for the cost of education and all the other associated care that comes with raising a child.
Whenever we see customers, one of the first things that come up is the fact that children need to be taken care of. Well, there is no better product than EduCare by Capital Legacy, our product provider of our new EduPlan division, advised by one of our skilled EduPlan advisors.
*The information in article does not, and is not intended to, constitute financial advice and materials on this site are for general informational purposes only.
