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BLINK - Heather Robertson, Certified Financial Planner ®

Address

Cawdor Avenue, Hurlingham Sandton, Gauteng

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Description about BLINK - Heather Robertson, Certified Financial Planner ®

  1. Blink is a Limited Client Practice – as a high-advice, customer centric financial planning practice you can be assured of receiving personal attention at all times.
  2. Blink is a Market Specialist – a niche market focus that specialises in financial planning for retirees, fee-based professionals, business owners, directors, entrepreneurs and self-employed contractors.
  3. International Best Practice and Advice from Heather Robertson, a Certified Financial Planner® – the internationally recognised CFP designation is the highest professional certification that a financial planner can receive, and is your guarantee of the highest professional qualifications, financial planning experience and ethical conduct.
  4. Financial Life Coaching – Heather’s approach to financial planning places a strong emphasis on getting to know everything there is to know about you before making any recommendations.  Your consultation will therefore include a discussion on how you got started, your experience and attitudes about money, your financial concerns, your goals for the future and your plans to get there, and who it is that you work so hard to take care of. Our goal is to be in the best possible position to advise you on how to achieve your financial goals.
  5. Lifetime Relationship built on Great Service - we sincerely believe in the value of building long-term relationships with all our clients, and as such, best advice and customer service are fundamental to the way we do things.
  6. Ongoing Advice and Information Helps you Plan Better – by providing regular advice and tips through our monthly newsletter and financial blog, as well as useful financial tools and calculators, you are educated and equipped to take better control of your finances affairs.

Press Release from BLINK - Heather Robertson, Certified Financial Planner ®

Financial Planning and Wealth Management [Wednesday, March 09, 2011]

1. PERSONAL FINANCIAL PLANNING
- Financial Behaviour Assessment
- Risk Personality
- Current Financial Profile
- Retirement Planning
- Risk Planning
- Asset Class Analysis
- Tax Efficient Structuring

2. BUSINESS FINANCIAL PLANNING
- Business continuity planning
- Succession planning
- Contingency planning
- Planning for future expansion
- Personal liability protection
- Business loan redemption planning
- Employee benefits

3. WEALTH MANAGEMENT
- Investment advice to trustees of testamentary trusts
- Retirement fund “clean break” transfers in the event of divorce
- Offshore investments
- Monthly and Lump sum investments
- Assisting retired persons with re-investment of pensions
- Section 14 transfers

4. ESTATE PLANNING
- Estate duty calculations
- Drawing up of Living Wills and Last Wills
- Administration of deceased estates

5. SPECIALISED SERVICES
- Acting as a Curator bonis for incapacitated persons
- Tax efficient salary structuring
- Financial Wellness staff presentations

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