SERVICES
Our Services focus on assisting Financial Planners in all functions crucial to their success.
Para-Planning
Novus Via Consulting assists the financial adviser in performing Financial Needs Analysis (FNA) for their clients.
We believe that Financial Planning is needed to ensure that your client's existing wealth is protected while future wealth is created. The expendable capital available (also referred to as the client's affordability) should be appropriately allocated between Wealth Protection and Wealth Creation to balance the scale and still ensure that the client can enjoy the little enjoyments life has to offer.
Legal Technical
To provide suitable financial advice as Financial Adviser, the necessary legal technical background and knowledge of legislation governing the financial planning industry, is required.
System Training
In a world where technology became an essential part of any business and our daily lives, the efficiency of a Financial Planner Practice depends heavily on computer systems for its day-to-day management and operations.
Managing and operating a Financial Planning practice evolves around personal relationships and can be complex. The adviser must constantly be in contact with his clients and be on top of his clients’ circumstances and needs.
To become a household name in the lives of clients, the adviser needs systems in place to assist him in the
