Glassock

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.

IMPORTANT NOTICE:

GLASSOCK CLIENT DATA PROTECTION: We are committed to the protection and integrity of all client information that we receive within the prescribed legislation and framework of the Protection of Personal Information (POPI) Act 2013 and amendments. We work closely with all our stakeholders to test and ensure the ongoing protection of all client information. We acknowledge the possibility of cyber threats, to us and the financial services industry as a whole, and will continue to be vigilant and apply our policies and procedures to protect your personal information.