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.