Other services

As a registered authorised financial services provider in terms of the Financial Advisory and Intermediary Services (FAIS) Act, Glassock is your ideal partner for consulting and financial planning advice for:

Local and offshore investments
Taxation and estate planning
Retirement planning
Life assurance and related risk benefit consulting

Our expert financial advisers can assist you with a once-off request or with your ongoing needs. Let us help you decide what to do with your investment when you leave a fund, based on your individual circumstances, or perform a full financial needs analysis based on the lifestyle you want to have after retirement.

Our services include:

Analysis of individuals’ financial needs
Risk profiling
Managing clients’ financial affairs
Strategic lifestyle financial planning
Financial research and advice
Assistance with implementation of comprehensive financial plans

Contact one of our expert financial advisers now to assist you with your financial plan.