What is a letter of engagement, and how does it benefit you?
What you need to remember from the outset that the services that we render are based on principles that apply universally. To illustrate, Financial Fitness is similar in many respects to physical fitness.
When you enrol before you begin training at a gym, you enter a contract for a period of time – normally a year.
Then the work starts. You have to plan & schedule time for gym sessions. If you do not get to the gym, your monthly debit order is religiously deducted from your bank a/c.
The only way for you to benefit is to exercise regularly and over a period of time increase the intensity levels. If, in addition you are assigned a Personal Trainer, sessions are scheduled – very often at the outset – to determine your levels of fitness and your tailor made exercise routine to ensure that you do not over exert yourself. If you do miss a scheduled session, you cannot pitch up at a time that suits you and barge your way in. This applies to our Financial Fitness Program.
We need your co-operation to help you in the long term. Once you are happy to commence this Financial Fitness program, we respectfully request you to please stick to the pre-determined schedule or time frames that we agree to at the outset.
A letter of engagement (the “Engagement Letter”) highlights some of the exercises that we can and will use. It further details the variety and specific services required of Dynamic. The letter further specifies the initial investment estimate in respect of services to be rendered and the benefits that can be achieved if the full Financial Fitness program is followed. We are based in Kimberley and the bulk of the services mentioned on this site, will be performed from that location, although certain consultation sessions might be scheduled from another venue.
If you need us to help you or would like us to contact you then please get in touch with us.