About
WHAT I DO: I assist Individual, Business & Corporate Clients in achieving Financial Security Solutions by providing Advice on Insurance & Financial Product options.
WHO I WORK WITH: I partner with the following Financial Institutions:
• Momentum Life/Health/Invest/Wills
• Sanlam: Life / Invest/Glacier/Wills
• Discovery Life/Health/Invest/Bank/Wills
• Capital Legacy Wills/Protection plan
• Cura Gap Cover/Funeral
• Hollard life / Invest
• Liberty life / Invest
WHY IT WORKS: When you partner with Karen Badenhorst as Financial Partner, you are offered a wide range of Financial Options with the most recent & affordable Products as available.
WHY CLIENTS CHOOSE ME: My clients choose me as through my 20 years’ experience I have assisted many clients through the financial battles that accompany divorce, death, severe illness, life changing events, etc. I strive to give personal 1-on-1 attention and face the challenging events together, but also do strategic planning & assist with solutions for retirement, studies, short term goals, wealth creation, etc. Together we turn Strategic Plans into Action Plans.
WHAT OTHERS SAY:
Casper Genis: I have recently dealt with Karen. She is a friendly and absolute professional individual. She has dealt with the investment of my life savings and I can recommend her services without any hesitation.
Felicity-Ann Allen: She is dedicated and well educated.
Marinda Botha: I met Karen in 2007 and immediately connected because of the integrity with which she shared her financial knowledge.
She fit the puzzle of financial products, current financial needs & future financial plans perfectly together.
I am hugely impressed with Karen’s work ethics in ensuring that my needs are met in terms of advice given and financial products offered.
I have personally referred Karen to numerous people over the past years.
HOW IT WORKS: We start with a free evaluation to 1st know where you stand today before planning for the unknowns in the future.
Steps:
1. We meet via phone or in person to discuss your needs and current financial position.
2. Financial evaluation/needs analysis prepared to address needs and objectives.
3. 1-on-1 meeting to discuss strategic plans & potential solutions for your needs and objectives.
4. Implementation of solutions follow.
5. Documentation & administration handled by my office.
6. Annual follow-up consultations.
Services Provided
Work Focus
financial planning services,
financial service provider,
financial brokers,
funeral insurance,
investment advisory services,
disability cover,
insurance provider,
retirement annuity,
wills and estate,
insurance claims assistance,
insurance policy,
estate planning services,
wills and testaments,
financial services industry