Certified Financial Planners
FSP 50033
Principal: Billy Kaula
“Don’t be satisfied with stories, how things have gone with others. Unfold your own myth.”
Our six step approach
01.
Step 1
We meet with you to explain what we do and how you will benefit from it. We commit to confidentiality and agree to proceed.
02.
Step 2
We find out all about you – your goals and aspirations and what’s really important. We gather all relevant information to enable us to assess your situation.
03.
Step 3
We analyse your needs and existing provisions to identify areas of shortfall that may need to be addressed.
04.
Step 4
We present you with the best options to achieve your goals. We provide you with the all the information to make an informed decision. Together, we develop your financial plan. Based on your decisions.
05.
Step 5
We assist you with the implementation of the recommendations you select and formally contract future services to be delivered – by us to you.
06.
Step 6
We monitor and review your Financial Plan on a regular basis and deliver on the promised services contracted with you.
Billy Kaula
Principal
Busisiwe Kaula
Office Administrator
Maxwell Tswane
Financial Advisor
Billy Kaula Brokers
is an authorised Financial Services Provider – FSP 50033 Principal: Billy Kaula
Get In Touch With Us!
Phone
+27 83 429 9853
info@bkbrokers.co.za
Address
2934 Mokabi Street Ebony Park Ext, Midrand