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What is our client process

I would like to take a minute to discuss how our client process works.

Below are the steps that we follow to determine how we can add value and be of assistance in coordinating the different aspects of your financial plan. The entire plan is formulated within the confines of the current laws and regulatory framework.

  1. We meet and initially consult. This can help to establish common ground, values and possible obstacles. The meeting can determine whether we would be able to work together on the journey toward “mapping financial solutions”
  2. A list of documentation is normally requested. This includes and is not necessarily limited to:
    a. Life Assurance portfolio – your permission to obtain this information
    b. Up to date Financial Statements or Management Statements – Personal and Business – if you have these available.
    c. The latest copy of your will
    d. Buy and Sell Agreement – if you have a partner or partners in business.
    e. Trust Deeds and Letters of Authority – if you have an existing Trust Deed
  3. Once we are in possession of the above documentation we are normally able to determine if there are interrelated aspects that have not been addressed and to what extent our involvement can be of benefit.
  4. A benefit letter is drafted and discussed. The information highlights your present position and what benefits are possible.
  5. The 2nd letter details the investment or cost that is to be incurred and the terms on which Engagement can take place.
  6. An Engagement letter containing the detail of our agreement is drafted and signed.
  7. An invoice is generated and the 1st Payment is made.
  8. A step by step letter details the way forward and the journey to “mapping financial solutions” commences.
  9. Once the initial planning stage is complete, we monitor the plan and mentor clients to ensure compliance with statutory and in particular SARS requirements.

I hope that the client process described can remove uncertainty as to how we engage clients and help them to enjoy the benefits of the innovative and valuable service that has been developed to address every client’s unique needs.

If you need us to help you or would like us to contact you then please get in touch with us.

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Theo Swanepoel
Life Planner Mapping Financial Solutions Holistic Financial Planning Unique Benefits for All Clients
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I don't know what this should cost - It sounds expensive.

If you think planning your Estate is expensive, you should see what happens when things go wrong. Business litigation, divorces, taxes and associated fees and costs can mean the cost of doing things efficiently pales compared to the potential losses. And remember, it’s not just the financial cost. The emotional and psychological impact on your family could be even more devastating.

I don't know what I want.

Some people don’t know what they want, or what’s even possible. Those that do, frequently take steps that seem right, but have to redo their plan later on at great cost. It’s important to map the plan correctly from the outset.

I don't know where to go or who to trust.

The problem with most professional advice is that it is given in isolation. It’s not that those professionals are not knowledgeable. They are knowledgeable, work in silos, and they just do NOT think or work ‘collaboratively.

We understand the profound effort you’re pouring into building your business and personal wealth. Your hard work is creating not just financial success, but also a legacy for future generations.

I don't Know Where To Start

The start is where you are now. It doesn’t matter whether you’re brand new to Estate planning and protecting your assets, or a seasoned veteran. Things can change quickly. People often come to us late in the process, when we tell them things could have been done more efficiently and cost effectively if they had spoken to us sooner.

We understand the profound effort you’re pouring into building your business and personal wealth. Your hard work is creating not just financial success, but also a legacy for future generations.

Caroline Thupana

Caroline Thupana has worked in financial services for 11 years and has found her niche with DYNAMIC

With an Advanced Diploma in Accounting Science from UNISA, and an Advanced Diploma in Trust and Estate Administration from UFS, she is a specialist tax, trust and Estate practitioner, with a passion to help families to organise and manage the complexities of their Estates. Caroline recently completed her STEP Diploma which is recognised internationally. Caroline is a critical thinker, with an obsession for detail that regularly involves double (and sometimes triple) checking that everything is optimal and correct. Her motto is “In God we trust. Everything else is audited.”

Caroline is married with three young children.

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Lynn Hunt

Lynn has more than 30 years’ experience in finance and has become a stalwart in the Administration of DYNAMIC. Lynn has been with DYNAMIC for almost 14 years endeared herself to clients because of her cheerfulness, enthusiasm and bright outlook to life in general. Lynn’s exposure to Trusts, Estate Planning, Wills and Life Assurance has ensured that entrepreneurs and their family’s interests have been attended to with minimal fuss. Her attention to detail, resilience and “never say die” approach to the administration of the DYNAMIC office has increased her value to the team and clients. 

An important character trait of Lynn is that she completes what she and the team start and see to it that client’s instructions are completed accurately.

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Theo Swanepoel

Theo started as an Independent Financial Adviser with a brokerage in 1995. A year later he established DYNAMIC. His mission was to coordinate the different components of financial planning for entrepreneurs and businessmen & women. He has empowered clients in the past 28 years to create, manage and protect family and business assets in robust structures that has been profitable and contributed to financial wellbeing. 

Theo has expanded DYNAMIC and engaged with selected network partners to ensure that the team remains abreast of changes in legislation and has applied these changes to benefit clients. Theo’s goal with DYNAMIC has been partnering with clients who are serious about their financial planning, on a journey with benefits and an experience that exceeds expectations.

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