Our Value Proposition
And Service Commitment
The Traditional View of What We Do
I represent companies
I sell products
I sell you what
I think you need
I get paid for what I sell you
Our View of What We Do
I represent you
I provide a service to you
I help you make informed decisions
You pay me for the service we deliver
Our Proposition to You
We believe that financial planning should be all about what you want in terms of your financial future.
That’s why, at Randsure, we help our clients build a financial plan that is designed to achieve their goals. Our aim is to provide you with the information you need to make the right decisions.
We offer tools and advice that will help you create, grow and preserve your wealth for you and your dependents.
Our Commitment to You
In delivering service to you, we will:
Act in your best interests, not ours.
Provide you with all the appropriate information to make the right decisions regarding your financial goals and objectives.
Help you develop a structured financial plan that is aligned with your goals and based on your decisions.
Fully inform you of any costs or risks associated with any of the solutions or alternatives we may propose to you.
Regularly review your financial plan with you to ensure that it remains relevant and appropriate in terms of your goals and objectives.
Our six step approach
We meet with you to explain what we do and how you will benefit from it. We commit to confidentiality and agree to proceed.
We find out all about you – your goals and aspirations and what’s really important. We gather all relevant information to enable us to assess your situation.
We analyse your needs and existing provisions to identify areas of shortfall that may need to be addressed.
We present you with the best options to achieve your goals. We provide you with the all the information to make an informed decision. Together, we develop your financial plan. Based on your decisions.
We assist you with the implementation of the recommendations you select and formally contract future services to be delivered – by us to you.
We monitor and review your Financial Plan on a regular basis and deliver on the promised services contracted with you.
Take Action - Talk to Us
We are experienced and qualified.
We are independent.
We aim to satisfy your interests, not ours.
Phone us on: 021 933 4170