What do we do and why
We assist clients to understand and successfully manage the decisions they make about spending and investing their money.
We believe financially empowered and informed clients feel happier and tend to make good life choices.
How do we do this
Alexander & Associates concentrates on providing independent and comprehensive financial planning advice to a select group of clients who are mainly professionals, small business owners and high net worth individuals. This selectivity ensures the business can provide quality advice and appropriate service to these clients and build long term financial planning relationships.
The most important aspects of our advice and service can be summarised as follows:
1. Applying our knowledge and experience to your financial planning and investment goals and helping you focus on those areas which require attention.
2. Assisting you to make informed and considered investment and financial planning decisions which help you reach your financial goals with minimal stress and anxiety.
3. Reviewing your financial plan regularly to see if you are on track and whether the plan needs to be adapted for changes in your circumstances or external changes.
4. Simplifying your financial planning related administration by handling queries, solving problems and acting on your behalf when necessary.
5. Keeping you informed and knowledgeable on investment, wealth creation and financial planning related topics.
Who are Alexander & Associates
Alexander & Associates is headed by Ian Alexander and has close associations with the following businesses to provide a wide range of solutions:
Private Client Holdings – a well established and award-winning financial planning business who assist our clients with estate planning, wills and execution of estates, share portfolios, accounting and tax
Fundhouse – independent investment fund rating
Incompass – foreign exchange and emigration advisers
Esterhuyse & Assoc – tax advisers
