• 087 808 7826
  • clients@spiddi.co.za

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processes

In general, we follow the 6-step Financial Planning™ process:
  • 1st we get to know you
  • 2nd we gather information about you
  • 3rd we analyze your information
  • 4th we make personalized recommendations to you
  • 5th we help you implement those recommendations
  • 6th we evaluate your plan regularly
In particular, an 8-step Investment Process as follows:
  • 1st we risk profile you
  • 2nd we assess your risk tolerance
  • 3rd we assess your risk capacity
  • 4th we map your outcomes
  • 5th we locate your asset allocations
  • 6th we select your funds
  • 7th we monitor and evaluate your portfolio
  • 8th we rebalance if necessary
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Contact Details
  • Tel: 087 808 7826
  • Fax: 08661 35 659
  • Email: clients@spiddi.co.za
Postal Address

Postnet Suite 143,
Private Bag X01,
Brandwag, 9324.

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