We have a tailor made financial counselling programme which seeks to assist lump sum beneficiaries,
i.e. people who have received pay-outs from Road Accident fund, Estate beneficiaries after a death of
a loved one or due to medical negligence.

When settlement is about to be reached or payment to be made soon; One Vision advises the
claimants to consult an expert in order to plan their financial journey. One Vision runs a successful program on financial literacy and personal finance management program through one of our qualified consultants, who use One Vision tools to assist their clients.

One Vision Academy Financial Counselling

At One Vision we have observed many people who are not financial professionals, worrying about money and saving for the future can be a chore. Using one of our tailor-made financial advisory tools we show our clients how opportunities arise when they change their attitude towards money. We walk our clients through the following steps:

  • The basics of personal finance
  • Earning,
  • Spending,
  • Saving, and
  • Investing-with an eye for finding opportunities to enrich your life.