Lawrence Korsten

Background

About Lawrence Korsten

I help clients achieve their financial goals by implementing and managing their financial plan that is individually created through specific guidelines and a clear-thinking framework based on time-tested principles that forms the basis of achieving their specific objectives. We use a specific methodology to create an individually catered proposal with the aim of wealth preservation ensuring our clients have peace of mind. The combination of the three pillars below is the key to ensuring the client can meet their current and future needs. We aim to establish a lifelong partnership between the client and wealth manager. We place emphasis on creating trust through an environment in which our clients know that our interests are closely aligned with theirs that will allow for a sustainable relationship. There are no fees applicable with our initial process involving the following steps. In this conversation we will be focusing on the following topics: Wealth creation Lifestyle assets Wealth preservation Debt The above conversation will allow us to compile an individual specific cash flow analysis that displays a client’s outcome in real value. A conversation that focuses on a client’s fiduciary needs and providing advice if necessary, to ensure that this key factor is accurate and relevant to the client’s current situation. This conversation will guide a client through a thorough investment planning process. Acquiring a firm grasp of the investment strategy helps the client to make wise decisions and, importantly, cements the trust and confidence so necessary for optimal long-term results. In the long run exposure to the right asset classes will drive the behavior of a portfolio. After the initial process the client will be presented with a proposal specific to the conversations that took place above. The proposal sets out the goals and objectives and all cost leakages. Reach out to me directly here on LinkedIn, email me at laurie@classicwealth.co.za, visit us online at or call me direct at +27 (83) 347 9251