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Welcome To St Leger, Trodd & Associates

 (Authorised Financial Service Provider FSP6681)


We are an independent Financial Brokerage offering an all inclusive, personalized financial solution to you, recommending and implementing sound financial advice. Our service is based on integrity, trust and independence, which enable us to build your wealth within an ongoing, long standing and healthy relationship. Your interests are our main concern at all times.

How Can St Leger, Trodd & Associates Help You?

The best way to master your financial affairs is to seek the advice of an expert.

St Leger, Trodd & Associates will work through each stage of the planning process with you, and help you manage the trade-off between satisfying your current needs and ensuring that your long-term financial goals are not only met, but exceeded.

St Leger, Trodd & Assocaites can assist you in the following areas:

  1. Estate Planning
  2. Will and Trusts
  3. Retirement Planning
  4. Investment Planning
  5. Short Term Insurance (Commercial & Domestic)
  6. Medical Aids and Gap cover
  7. Business Assurance
  8. Travel insurance

Why appoint St Leger, Trodd & Associates?

Independent

We are not aligned to a product provider you will have more options to make informed decisions

Holistic

We provide advice on a complete and comprehensive financial analysis with the big picture in mind. All of our Clients needs are attended to.

Transparent

Our advice and products are always presented in an understandable and objective manner which enable you to make an informed decision. You will know what you are receiving, what t costs, and what difference it will make to your needs.

Relevant

Our advice is specific to each client's different needs and reviewed regularly to remain relevant to these needs at the time. We will update you with relevant information regarding economic and legislative changes, by means of our newsletter, which could minimise the impact on your financial success. Our trustworthy advice is based on a well constructed analysis of your portfolio. With this dynamic plan which adjusts with changing circumstances, we can help you achieve your goals for yourself and your family.e Take Care Of Your Needs

St Leger Trodd & Associates believes in taking the time to understand your particular needs and circumstances and matching these with a unique, individually researched solution. We do this through analysis, planning, making recommendations and implementing informed financial decisions. We systematically evaluate and verify information, identify the risks and issues, and we prepare a complete and comprehensive financial analysis.

We holistically assess:

  • Adequacy of retirement capital
  • Adequacy of capital on death and disability
  • Tax planning
  • Estate planning
  • Investment planning
  • Whether your business and personal interests are aligned.
  • We advise a comprehensive personalised solution to achieve your goals and aspirations.

Upon becoming a client you will receive:

  • An introduction to our team and service offering
  • A clear service agreement
  • An initial consultation covering your immediate requirements as well as those you may not be aware of
    Construction of a full financial plan to meet your needs
  • Implementation of your personalised financial strategy
  • Regular portfolio reviews
  • Specialised service staff on call

Our Value Proposition

INDEPENDENCE

We are not aligned to any Life Assurance company or Investment Management house. Our advice is independently researched for your benefit.

 

TRUST and INTEGRITY

We are a long-standing financial practice with an enviable reputation for honesty and integrity. We understand the need for security of information and confidentiality. Your privacy in financial matters is paramount to us.

 

CARE

We take time to understand our clients unique circumstances to ensure they achieve their financial goals.  Our clients success matters to us.

 

QUALITY

We are striving to set the standard in the regulated environment of financial planning. We continually keep abreast of legislation and industry changes to provide our clients with top quality advice and service.

 

SERVICE and COMMUNICATION

We are committed and passionate about our role as financial planners. Apart from regular personal interaction, we educate our clients through exposure to other experts, such as Legal Advisors and Fund Managers.

 


Our pledge

Our pledge is to provide a quality proactive service, recommending and implementing sound financial advice, with a view to building wealth within ongoing and long-standing relationships. Your future is our concern.