• JOIN OUR TEAM
    Contact us for more information info@brisch.co.za

WHAT BRISCH FINANCIAL PLANNERS DO:

BRISCH Associated Financial Planners subscribe fully to the financial planning philosophy of Succession Financial Planning. The vision is to be the market leader in holistic financial planning for clients. This philosophy can be summarized as follows:

  • We make sure that we understand the goals of our customers
  • Highly competitive share percentage
  • We believe that the purpose of financial planning is to facilitate a life style approach extending over an entire lifetime
  • Our financial planning model follows six steps to create sustainable financial plans. These are:
    • Client engagement
    • Gathering information and defining customer goals
    • Analysing the customers’ financial status
    • Developing and proposing financial solutions
    • Implementing financial solutions chosen by our informed customers
    • Reviewing financial plans and solutions regularly
  • We provide our customers access to an array of best of breed Product Providers of their choice

WHY BECOME A BRISCH ASSOCIATED FINANCIAL PLANNER?

  • Entire Sanlam/SFP infrastructural support
  • Unique and personally negotiated share percentage
  • Professional back office administrative support
  • Uniquely crafted TCF aligned Succession Plan

Contact us today for more information info@brisch.co.za.

BRISCH is an accredited administration service for Succession Financial Planning (SFP) a Financial Services Provider License nr. 41158