Services

We provide financial advice to both individuals and companies. We take into account all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritizing their objectives so that these can be achieved.
 
Usually a review will start with a very broad discussion of your history, objectives, aspirations and concerns, before moving on to the detail.

 

Our six steps in the financial planning process:

1.       Establishing and defining a professional relationship
 
2.       Gathering data, including goals
 
3.       Analyzing and evaluating your financial status 
4.       Developing and presenting financial planning recommendations and/or alternatives
 
5.       Implementing the financial planning recommendations
 
6.       Monitoring the financial planning recommendations 

We are fully independent advisers and as our client, you will benefit from the range of products and services we can offer. We've gained our insight from years of operating in a variety of market conditions, facing challenges and maximising opportunities, so we know what to look out for in order to help you manage, grow and protect your wealth.


  • Coming together is a beginning; keeping together is progress; working together is success.

    Henry Ford

  • Success is a lousy teacher. It seduces smart people into thinking they can't lose.

    Bill Gates

  • If you don't design your own life plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.

    Jim Rohn

  • Action is the foundational key to all success.

    Pablo Picasso

  • Whenever you find yourself on the side of the majority, it is time to pause and reflect.

    Mark Twain

Proud members of the Wealth Associates Group

    

Razel Finance Pty Ltd has a mandate with Wealth Associates and is accredited to sell the products of the following companies ……

Altrisk Discovery Life/health PSG Wealth Liberty Life Investec Old Mutual Metropolitan Odyssey Allan Gray Momentum Sanlam/Glazier 
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