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Financial Wellness is an active process of understanding the context of your financial position, creating a long term financial strategy, taking control of the future and changing behaviour which enables you to live a fulfilling life and achieving your full potential.
Case Study

Each plan has its own unique “targeted return %” (see page 3), which is an essential part of the plan, as it allows one to be clear on the required growth p.a., in line with the initial goals set out when first creating the plan. Reporting is done every quarter, and the returns for that quarter are clearly illustrated. This clear illustration of growth for the quarter allows both the advisor and the client to determine if the plan is on track to achieving its long-term objectives.

This regular analysis allows for necessary changes to be made to the asset allocation or fund managers quickly and efficiently. Investing is by no means an exact science, however the ability to measure a required return every quarter allows for more accurate reporting and the ability to detect obstacles early on.


To view a sample of a Proposal document:

Risk Profile Report

To view a sample of a Risk Profile Report document:

Demo Quarterly Report

To view a sample of a
Quarterly Report:

Guide to understanding the Investment Plan:
1. To start please refer to the Client “X” Proposal document.
2. See page 3 of the investment plan – “Executive summary”.
3. This client requires a net of R75, 000.00 pm from age 65 to age 90.
4. In this example the client, at this stage, does not have enough funds to retire and will either need to invest more or withdraw less.
5. On Page 26 it is advised the client withdraw only R50,000.00 pm.
6. To achieve the plan’s long term objectives, the portfolio’s targeted return has been calculated to be 11.6% (see “Investment Proposal”). This number is key to making sure the plan’s goals and objectives are achieved in the long term.
7. Now refer to the Demo Quarterly Report.
8. On Page 3 of the demo quarterly report, the top box shows the return since inception and the return for that quarter.
9. In this demo the return for the quarter was 3.06%.
10. As per point 5 above, the client requires 11.6% return. The quarter’s return was 3.06%, which would indicate that at this stage the investment is achieving its desired returns i.e. (3.06% X 4 = 12.24% pa and the required return is 11.6%).
Income and Life Protection

In the event of your untimely death or a chronic illness, you want to ensure that your family will be provided for. As an authorised independent financial advisory firm, Greengrass Wealth Management can source competitive quotes from a wide selection of reputable insurance companies.

See how you can take advantage of loyalty programmes offered
by these service providers.

Discovery Life’s Vitality 2020


Momentum’s Myriad & Multiply 2020


PPS Profit Share Accounts 2020

Protecting your tomorrow
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