Our service offering
Whether you need an initial consultation, ongoing financial planning or long term wealth management, our services and the people behind them, are here to help.
Becker Financial Advisors is an independent Financial Services Provider and we offer our clients comprehensive financial planning services. Our range of products are there to help you plan for and attain your financial goals.
Understanding your financial needs...
We start with a comprehensive financial needs analysis to identify and determine your exact financial needs and requirements. Going through this process helps to highlight and prioritise the actions required to get you closer to your financial goals.
Not sure where to start?
Our friendly team is ready to assist you with all your financial planning questions or concerns
“All successful people, men and women, are big dreamers. They imagine what their future could be, ideal in every respect, and then they work every day toward their distant vision, that goal or purpose.”
- Brian Tracy, Personal Success
Our services...
FINANCIAL NEEDS ANALYSIS
Identify and determine your exact financial needs and requirements. With our financial planning services, we can help you start to build the future you've always imagined
INVESTMENT PLANNING
See how an organised approach to money may help grow your wealth. We offer a wide range of investment services which can be tailored to suit your specific needs
RETIREMENT PLANNING
We'll help you prepare for and work towards your retirement with a plan that ensures you stay on track with your goals
MEDICAL COVER
Medical aid cover is an important component of your financial planning, we can assist you with a tailored plan to suit your needs
SHORT & LONG TERM INSURANCE
Plan for the unexpected. We offer competitive, comprehensive and affordable short and long term insurance solutions
WILLS & TRUSTS
Consider your financial circumstances and requirements as well as the legacy that you want to leave behind. We will assist you with the drafting of your final will and testament, and can further assist with the set up of trusts in cooperation with recognised trust experts
BUSINESS RISK ASSURANCE
Risk is a fact of life for business. We'll help you design solutions to protect what you have worked so hard to build
EMPLOYEE BENEFITS
Create and maintain long term financial wellness by developing value-for-money solutions that offer real financial security