Jody Fabre : Quattro Finance Group - Financial Strategist

Jody Fabre : Quattro Finance Group - Financial Strategist Expert financial advice and strategic wealth management for individuals and businesses

Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. The general financial planning process includes:

• Gathering relevant financial information
• Setting life goals
• Examining your current financial status
• Coming up with a strategy or plan

for how you can meet your goals given your current situation and future plans and reviewing this on an on-going basis

As a financial strategist with the Quattro Finance Group, my professional objective is to utilise my expertise and insight to guide individual clients and businesses to achieving their financial goals. From insurance and wealth management to strategic investment advice, I’m
dedicated to achieving optimal financial protection and growth for my clients.

Address

Ridge Road
Durban
4001

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Telephone

+27843017913

Website

Products

Services for individuals:

• Financial planning services for savings & investments, estate planning, Insurance & healthcare
• Tax consulting, debt management & budgeting
• Estate planning & Trust services
• Estate administration, drafting/reviewing legal documents

Services for businesses:

• Financial planning for businesses, including insurance for individuals, contingent liability insurance, buy & sell agreements
• Estate planning & trust services, including asset protection, assistance with company structures
• Business succession planning
• Tax advisory/efficiency services

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Summary

As a financial advisor, I utilise my expertise & insight to guide individual clients & businesses to achieving their financial goals. I develop, strategise & implement tailored financial, wealth management & insurance services, to achieve optimal financial protection & growth for my clients.

By customising my approach to the needs of each client & prioritising financial wellness, I am able to deliver optimal results to businesses as well as retirees, sole proprietors & high net-worth individuals.

My focus is on providing expert financial planning & advice support services to both individuals & businesses.

Services for individuals :