We help you to manage the difficult times that life has to offer.
We change people's lives and make a difference in the daily life of ordinary people, from providing for your child’s education, to making sure you retire with dignity.
To become the trusted household name in the financial planning industry.
ServicesOur area of expertise enables our financial advisors to provide advice as to how we can build your financial security.
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THE FINANCIAL PLANNING PROCESS
What is a Financial Advisor?
A financial advisor is someone who gives financial advice to their clients. In determining an investment portfolio for a client, they must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions. A major part of a financial advisor’s job is making clients feel comfortable. They must establish trust with clients and respond well to their questions and concerns.https://www.sokanu.com/careers/financial-advisor/