START YOUR
FINANCIAL journey

WHAT YOU CAN EXPECT

WHAT DOES FINANCIAL
MANAGEMENT MEAN TO YOU?

Financial management is a deeply personal process that integrates your financial resources with your lifestyle aspirations, hopes, and dreams.

It's not just about saving as much as possible; it’s about strategically structuring what you have to achieve your goals and create a plan tailored to your unique needs and ambitions.

WHAT YOU CAN EXPECT

At Pauline Rudden Financial Services, we recognize that every client’s needs are unique. Here’s a broad overview of how we will work with you to set up and maintain your financial plan:

INITIAL APPOINTMENT

We spend time understanding your needs, concerns and goals for your wealth. This will help us to ascertain the level of advice you require and allow us to explain our adviser role in your financial journey.

INFORMATION GATHERING

We begin by gathering detailed information about your personal circumstances, financial situation, and both short- and long-term goals. This helps us create a customized plan tailored to your specific needs.

FINANCIAL PLAN

We will present a comprehensive plan based on your current situation and future objectives. This plan is designed to align with your goals and provide a clear path forward.

RECOMMENDATIONS

We will discuss recommendations we have researched to meet each one of your financial goals and explain the options to ensure that you understand and are comfortable with your choices. 

IMPLEMENTATION

Upon your approval of our proposal, we will initiate the implementation process, keeping you informed every step of the way to ensure everything is executed as planned.

ONGOING MAINTENANCE

Your financial plan will be regularly reviewed and updated as needed to stay aligned with your evolving needs.

It’s important to inform us of any changes in your circumstances so we can make necessary adjustments.

We will schedule Annual and/or Bi-Annual Review meetings to analyze your investment portfolio, make amendments, and consider additional investments to optimize your plan.

Your Wealth Journey Starts Here

We look forward to establishing a long-term meaningful relationship with you, as you grow your wealth to achieve your lifetime goals.

Testimonials

My investment experience with PR-FS has been excellent on all levels. From guiding me in the initial years (2004) to streamlining my current portfolio. Pauline is very efficient and professional and always has your best interest at heart.

Thankyou PR-FS Team!!

Janet Bossi

I have known Pauline Rudden for decades, first at the Natal Building Society, absorbed by Nedbank/BoE and followed her when she branched off on her own. Since then, her business has expanded and my dealings with her and all the other women who work with and for her have proved their worth with professionalism, integrity, courtesy and expertise. My husband also switched to Pauline some years ago and has professed similar sentiments. Highly recommended!!

Terri and John Grant

In the mid-1990s, I was retrenched.  After settling the house bond from the pension pay out, I asked Pauline to invest the balance. Now three decades later and long retired I count myself as financially secure due to her wise and careful management of my portfolio. It is not too much of an exaggeration to say that without her help, my life would have taken quite a different turn, and I would now, at 77, be living in very different circumstances.

John Cooper

Administrative Excellence.
Administratively, PR-FS has exhibited a commendable sense of urgency and adherence to governance. Their commitment to maintaining rigorous standards ensures that every aspect of my financial dealings is handled with the utmost care and precision. This unwavering focus on governance and compliance has granted me the peace of mind that my interests are always protected and managed with integrity.

Tania Heydenrych

Having dealt with Pauline and her business for many years, both on a professional basis when I had my own company for Group benefit structuring and personally regarding my own financial planning, I would have absolutely no hesitation in recommending PRFS in terms of Pauline's in-depth knowledge of a multitude of "fit for purpose" financial services products and the personable nature in which PRFS manages and engages across the client relationship spectrum to advise and inform. PRFS is undoubtedly a client-centric business that has never lost that focus.

Andrew Goodrich