Premierwealth financial Planning

This is a professional Financial Planning Practice. The small team of university graduates is led by Martin Hoko. Martin is a Certified Financial Planner (CFP) and holds a Post Graduate Diploma in Financial Planning from the University of the Free State. He also holds an MBA from the University of Wales.

The core market for the practice comprises of professional citizens and expatriates, as well as business executives. On the corporate side the practice consults to small and medium size businesses.

Personal financial planning is the core activity for professionals and business executives. The process kick-starts with a needs analysis to determine the goals, current position and needs of the executive. This is followed by attempts at solutions. Main areas of advice include education, investment, retirement, offshore investment, life assurance and estate planning.

For business owners, retirement, offshore investment, succession planning tend to be key areas of interest. Comprehensive plans are provided.

Employee benefits are provided in the form of Group retirement plans, Group Life Assurance, funeral schemes as well as permanent health assurance.

Group workshops and seminars are arranged for employee groups, management, and shareholders.

The Fundamentals of Financial Planning seminar is the flagship day-long seminar suitable for across the board employees and completing students in tertiary institutions.

The emphasis is on transparent disclosure, confidential needs-based advice with a view of building long-term relationships with clients.