your family.

The most valuable thing about your family is this: it’s YOUR family. No one else has one quite like yours. No one else sees your family like you see them.

It’s precious. It needs to be protected.

At Portico Finansiele Dienste, we place your family at the center of your plan. We need to understand what your picture looks like so that every decision you make is one that will protect your family tree.

When you build a puzzle, you start by looking at the picture. Life can be a tricky puzzle, but when you have the picture in front of you it’s much easier to know which pieces to put in place next.

By having a clear understanding of your personal circumstances, an appreciation of your responsibilities and future life goals, we create a unique and highly tailored financial plan to assist you in living your life successfully.

Whether you’re planning for your retirement, saving for your child’s education, planning a trip or planning your estate, we develop and implement a strategy to bridge the gap between where you are now and where you’d like to be.

It’s all about the process, not the products.

IDENTIFY YOUR NEEDS

Our whole advice process is focussed on you and your needs - so our first step is to accurately understand your needs

GATHER INFORMATION

Using our tools, experience and resources, we dig deeper into your current financial landscape and ensure that not only do you have the correct portfolio in place - but that it is optimised who you are and what you want to achieve.

ANALYSE & DEVELOP PLAN

After extensive research and portfolio compilation we work through the opportunities to accumulate, protect and invest your wealth. This is a lifelong conversation that will develop alongside your life and your unique needs.

PRESENT THE PLAN

Once all of the options are understood by you, a course of action is implemented to get the cogs rolling in the direction of our plan.

IMPLEMENT THE PLAN

We believe that the best financial plans are updated and monitored on a regular basis. We will provide you with quarterly reports to monitor and keep you up to date with your plan.

REVIEW PROGRESS

With the power of knowledge, we are able to ensure that your plan not only performs as expected, but we can begin to chart new opportunities and extend your portfolio to perform even better!

you're family.

When you need to make the biggest decisions of your life, it helps to have someone you trust; someone you see as family.

It’s important that your financial freedom journey is not just about numbers, products and timelines. It needs to be about a whole lot more, it needs to be about what really matters.

That’s why we see you as family. You’re part of our family and your wellbeing, your wealth and good health, are important to us.

Nothing haunts us like the things we wish we’d said. We help you have the tough conversations and make the big decisions from a place of freedom and control of your circumstances.

let’s be generous.

We believe that a foundational element of building wealth lies in being generous. We have a responsibility to look after our own families with what we have - but we also have a responsibility to contribute to the wellbeing of others.

This is how we pay it forward and how we add more meaning to our money and more opportunity to the world around us. Portico Finansiele Dienste have a charity arm called Caring Daisies.

It’s our way of setting an example in extending ourselves, walking the talk and being held accountable to helping others. Head on over to our page and see how you can get involved and be generous with your time and your resources.

your vitality.

It’s not easy to find the balance in life. We either work too hard, or we play too hard.

With Discovery Vitality, our whole sense of wellness is encouraged and rewarded!

We embrace this mindset whole-heartedly and do all we can to help our Vitality clients achieve the best benefits and rewards from the wellness programme.

not living beyond our means, means that we can live beyond ourselves.

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hear it from our clients

We remain happy customers.

Jaco

Fantastic service, thank you!!!

Helena

I would like to thank Anria and her team for the great service they provided. It is a pleasure dealing with professional people.

Dan

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