About Dirk Odendaal & Associates

Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set.

The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the time frames involved.”

Services

Individuals

  • Estate Planning
  • Keyman Insurance
  • Financial Planning
  • Gap Cover
  • Life Insurance
  • Short Term Insurance
  • Investments & Savings
  • Funeral Plans
  • Wills
  • Retirement Planning

Businesses

  • Comprehensive Business Plan
  • Succession Plan
  • Estate Planning
  • Retirement Planning
  • Business Exit Plan on Retirement
  • Business Investment Planning
  • Ensuring the Business Assets
  • Buy and Sell Agreement
  • Keyman Insurance
  • Business Liability

For more information enquiry now

Office Number: 033 342 0345

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