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

While always maintaining absolute professionalism, PRFS stands out with its compassion and true care for its clients, always acting in the best interests of the individual. This has been the experience for my parents, myself, and referred colleagues.

Liesl van der Rede

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

Highly recommend services of PRFS - especially Pauline Rudden - always there for you - reliable honest and professional advice – always.

Kim Logan

Going from a muddle of brokers and advisors to the elegant sophistication of the PRFS team was a revelation. The time taken to explain recommendations and the tolerance for my sometimes-inane questions was (and is) really appreciated. And all in a friendly calm environment. I have absolute confidence in the team which is supported by their performance over the more than a decade of association. I truly do sleep better knowing that my finances are managed as well as they can be.

Greg Classen

PR-FS has proven to be an indispensable partner in my financial journey. Their exceptional service, administrative excellence, and holistic approach to financial management have consistently exceeded my expectations. With PR-FS, I am assured that my financial interests are in safe hands, guided by a team that embodies professionalism, expertise, and a genuine commitment to their clients' success.

Tania Heydenrych