Delivering On Our Commitments
We are committed to making a difference in our customers’ lives.
Helping you understand your risk-needs is our priority.
Looking after your loved ones...
Making sure you retire with dignity
Providing for your
Children's Education

OUR PURPOSE

We help you to manage the difficult times that life has to offer.

OUR IMPACT

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.

OUR VISION

To become the trusted household name in the financial planning industry.

Services

Our 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/

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