Good financial planning often requires more than one discipline. I work alongside specialist firms, professional service providers and established wealth platforms so that each part of a client’s plan can receive the appropriate expertise.
Each organisation remains legally and professionally separate and is responsible for the services it agrees to provide. Introductions are made according to the client’s needs and with the client’s consent.
Provides wealth-management capabilities, investment solutions and private-client services used within approved recommendations where these solutions are suitable for the client’s needs and objectives.
The financial-services practice through which Hennie has operated since establishing his advisory practice, with access to approved financial solutions and professional advice support.
Provides separately scoped accounting, tax-compliance, payroll and company-secretarial support to growing businesses, together with practical financial information that helps business owners make better-informed decisions.
Supports small and medium-sized businesses with costing, pricing, profitability analysis, financial modelling, decision support, revenue management and working-capital considerations.
Provides tailored human-resources support to small and medium-sized businesses, helping business owners strengthen their people practices alongside their commercial and financial planning.
My role is to identify the issues, coordinate the wider financial strategy and remain accountable for the financial-planning relationship.
Establish which part of the wider strategy requires additional technical, analytical or professional expertise.
The client decides whether to engage the provider and receives a separate explanation of that provider’s scope, terms and fees.
With the client’s permission, relevant recommendations and outcomes are incorporated into the integrated financial plan.
Start with the overall financial strategy. We can then identify which specialist input is genuinely necessary and how it should connect to the wider plan.
Begin with a conversation about your current position, concerns and objectives. The correct planning scope and specialist involvement can then be identified.
