Description: Silke Financial Services is an authorised financial services provider specialising in the creation and protection of wealth, legacy planning, as well as risk and tax services
asset management (2054) retirement planning (1178) tax planning (810) fiduciary (576) financial management (319) silke (86) risk planning (7) wealthcare (6) healthcare planning (3) silke financial services (2)
Our passion is to help people manage their wealth in a way that will make their lives more meaningful. We believe that one of the cornerstones of becoming self-managed individuals is to create a platform for financial freedom. One does not necessarily have to wait for retirement to feel financially free; it can immediately be attained by taking control of one's finances today. This thinking is at the centre of everything we do.
The Silke Financial Services Integrated Wealthcare Planning Process™ is comprised of personal financial coaching and financial advice. Financial advice can be described as being transactional assistance as opposed to transformational assistance as provided in financial coaching. In relation to personal and management coaching, financial coaching advocates that when the fundamentals of safety have been achieved, persons are poised for success in their personal lives and careers.
Whether it's saving for your child’s education or building a retirement portfolio, we help our clients with goal-based investments that are risk-profiled and time-horizoned to meet individual needs.