Six steps to simplified financial planning

Somerset West – Trust is one of the most important aspects of the relationship between a financial planner and his client, according to Wouter Fourie, a certified financial planner.

"If there is no trust in process between you and your client, then there is no business, only costs and your business will go down," said Fourie at a retirement and investment event hosted by the Financial Planning Institute at the Lord Charles Hotel in Somerset West.

“On top of that, if clients do not understand you, they will not trust you. So my approach is to keep it simple. The financial service industry has sown confusion with its vast number of products.”