Helping you unlock your financial success.
Developing clear, understandable financial plans.
Leading by example, our advice is where our money is.
What We Do
We do holistic financial planning and help clients develop a clear, simple plan.
We help clients unlock all the integral parts of their financial plan.
We help clients unlock their financial success.
When putting a client's plan together protecting against risk is of outmost importance. We will assess your current situation and address areas of concern. These can be insufficient medial cover, risk of loss of income, lack of emergency funds.
Today there are many investment options. By discussing your time horizon along with your needs and goals we will choose the correct asset allocation, both globally and locally to produce the returns required.
We help structure your estate to avoid unnecessary costs and taxes and ensure that there is a smooth transition of your assets to your beneficiaries.
Attracting and retaining a talented workforce is crucial for business success.
We assist in setting up new, and reviewing existing corporate benefit structures by assessing the cost structure, investment fund structure and other benefits. In doing so we ensure that they best suit the needs of the company and its employers in the most cost effective way.
There are two steps involved in planning for Retirement.
1) Saving for retirement during your working years
2) Converting your retirement money into income once your retire.
We will help set up a simple financial plan which will aim to provide you with the income you require till age 95!
TAX PLANNING & SUBMISSIONS
At all times we ensure that your financial plan is structured as tax efficiently as possible. We cannot ensure that you will not have to pay tax. Taxes are always taken into account, and unnecessary taxes avoided.
WHY WE DO IT
We firmly believe that having a simple, holistic financial plan is critical in achieving your financial success.
It starts with ourselves and extends to our clients.
Get in touch, come have a coffee and a chat.
WHO WE ARE
John founded the business in 2006 and prefers to run, cycle or swim with clients than be stuck in the office. Leading by example John likes to keep it simple and enjoy the Slow coast life.
Tamika joined Blue Key Financial Planning in 2015 after graduating from Stellenbosch. She enjoys adventure sports and her love for outdoors is resultant of growing up on a farm in Ixopo, KZN.
Sandy has been the driving force behind Blue Key Financial Planning since inception. She ensures clients are professionally looked after and always opens the door with a smile. She has extensive experience in administration and client relations.
Owen joined Blue Key in 2020. He believes in helping clients empower themselves by creating clear and practical solutions for clients to understand and realize their goals. Outside the office Owen enjoys taking part in all sports adventure related.
We are a small fiercely independent professional financial planning business based in Scottburgh on the stunning South Coast of KZN. We help our clients unlock their financial success by developing a clear, simple financial plan and stick to it.
There is nothing more satisfying than when a plan comes together and helping our clients unlock their financial success is the reason why we do what we do.
We specialise in holistic financial planning and cherish long lasting relationships with our clients.