ABOUT US
Happiness, Health, Money and Time are the cornerstones and the balance between these is important for our well-being.
With our extensive experience, we have seen how few people actually understand their finances or what policies and investments they have in place.
As the old saying goes “failing to plan is planning to fail” , but we can help you with by “ getting your ducks in a row”:
- Find out what you have and where you are in life
- Understand what this means to you and your family
- Plan for the way forward
- Action what you agree to do
How we operate
The way we operate ensures that we –
- Will assist you in getting to understand what you have in place
- Remain totally objective in any advice you may request
- Are totally independent and aligned with various service providers
- Do not focus on commission and have a unique method of earning our income
If you are unsure of benefits you have in place, we will gladly assist you and give you a Personal Summary Report Summary without any cost to you or obligation on your part.
Should you then wish to discuss this further or ask for any advice, our doors are open to you.
You are free to download the CLIENT CONSENT FORM which authorises us to access your risk benefits and investment information only once signed and returned to us.
We also urge that you complete the PERSONAL CHECKLIST as a self-test to ensure you have covered all your bases.
Imbani HRS (Pty) Ltd is a registered FSP (Financial Services Provider) with the idea of doing things differently and with your best interests at heart.
Get in touch!
Phone : +27 010 023 0468
MON-FRI 09:00 – 17:00
