• June 22, 2020

How to go digital with your financial planning

How to go digital with your financial planning

How to go digital with your financial planning 1024 683 admin@5@r35s@g09@3

First things first, the world around us has changed, and most importantly, we have to look at how to adapt accordingly in the various areas of our lives.

Many people have found themselves in a position where they are attending online or virtual meetings for the first time! There are so many teething pains in terms of how we use tools like Zoom, Microsoft teams and Skype. Not always knowing the answers or how to use these tools can seem intimidating, but we have to be prepared to change our way of communicating so that we can adapt and thrive during this time.

We’re all seeing a new side of our friends and colleagues, and while these things may not fill in what’s missing – human contact, it helps us to all maintain our humanity, and our personal well-being.

Financial planning in this new digital era might seem daunting, most of us are used to discussing our financial plans face to face with our trusted financial planner. While we might all miss that interaction, we can’t allow financial planning fall to the wayside, especially now.

With this in mind, we’ve put together a few pointers on how to stay connected with your financial advisor during this period, and included links to videos which show how to use the three major virtual conferencing that will help to make your experience so much easier.

When it comes to your investments, updating or changing your policies, whether it be life cover, income protector, dreaded disease cover or anything else, and if you aren’t sure what your policies cover, talk to us.

The most important thing is to keep in contact with us on any area of your financial planning so that we can work together to ensure your future is secured and no hasty decisions are made now that will be regretted later.

Now some of these points may seem pretty obvious, but just in case, here is a short list of how to go digital with your financial planning:

  1. Pick up the phone – if you have any questions you can call our offices, we can try to answer them right away
  2. Send an email with your questions

OR

  1. Set up a Zoom/Skype/Microsoft Teams virtual meeting if you need more information

Next up, some instructional videos on how to use the various virtual platforms:

Zoom

 

Skype Desktop

 

Microsoft Teams

 

If you would like to discuss this further, feel free to get in touch with us.
☎️ +27 21 933 4170
📧 info@randsure.com