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| LATEST ARTICLES |
The Anatomy of Estate Planning
An interesting article written by Estate Planning expert, Tiny Carrol. He p...
Being in the Driving Seat
A simple step by step guide which will assist you in setting up and montori...
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NEW: Watch our all new training videos.
4SIGHT has now introduced training videos. Keep a close eye on these as we will keep adding new ones as time goes by.
Click here to watch them now.
WELCOME TO 4SIGHT FINANCIAL TOOLS
With the introduction of FAIS and other changes in the regulatory environment, the Financial Services Industry is starting to undergo significant changes. It is anticipated that these changes will result in a decline in the number of Independent Financial Advisors, as was the case in the UK, and those that remain will start to place limits on the size of their Client Bases. It therefore follows that people in certain market sectors requiring professional financial advice may not be able to easily access such advice.
The requirements for Financial Advisors to complete a full Financial Needs Analysis will also pose certain challenges and, whilst there are many Planning Tools available, many of these tools are cumbersome, complicated and time consuming to use.
Price structure is as follows:
Financial Advisors - R300 (Incl. VAT) per month.
Private Individuals - R100 (Incl. VAT) for 1 month web access and 20 uses of the calculators.
Follow the Read More link below to find out more about these prices.
Click here to read the Download and Activation Instructions
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Have you asked yourself recently, Will I be able to afford to retire? Will my family have sufficient income should I die today? Click the buttons below to request a free analysis.
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THE SERVICES WE OFFER
The 4SIGHT Financial Tools website will provide both Financial Advisors and Private Individuals with a range of easy to use tools or calculators which cover;
- Retirement Planning
- Estate Planning
- Investment Portfolio Construction
- Disability Limit Calculation
Financial Advisors will have the option of subscribing to the Professional version of the Suite whereas private individuals will be able to download the Lite version.
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COMPLIANCE INFORMATION
These resources have been designed to assist in broadly identifying any financial needs which you or your clients may have and should not be construed as being the rendering of advice. Please read our Disclaimer in this regard.
Having said this, we are confident that, provided that the resources are used as part of a FAIS Compliant process, Financial Advisors who use the tools will be compliant in their rendering of advice to their clients.
Click here to view our Accuracy Verification Certificate from the Computer Science Faculty of UKZN.
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