Perfect for Financial Advisors

The Financial Planning Process

The Financial Process

Customise with the following options:


The below video will be customised to your personal brand

More About
"The Financial Planning Process" Video

What is The Financial Planning Video All About ?

The Financial Planning Video is a 4 minute Introduction to you as a Financial Planner, and the 6 Step Financial Planning Process you follow when meeting a client.

Can I change the any of the STeps or scenes with my own information?

Yes, everything is customisable, but there will be a cost implication. The price quote here is for the video and voice over as they stand with the 5 customisable options as quoted above. Any further customisation will have a cost applicable. Please enquire for more details

Is this video exclusively mine when I buy it ?

No. Since the 6 Step Financial Planning process is a universal method of practice by most Financial Planners this video is a shared resource for any financial planner wishing to have it customised with the few details on offer. You are welcome to request a more specific persoanlised version, but there will be further cost implications.


The Financial Planning Process

Explainer video

Running Time - Seconds (Max)

Background Music

Voice Over Recording* with Commerical Rights 

Number of Words

Script Writing**


File Format

Delivery Time***

Extra Over for 2 day Delivery

Audio Subtitles****

* Denotes Extra Over

As described above

THe Financial Planning Process

Starting from

R 1387

excl. VAT

As per video (current time 4 min 31 sec)


(Royalty Free - as per the demo video)

Included - a choice of Male or female as per the demo

As per the video

As is. Any script changes will be billed extra

Up to 1080p. Please discuss options based on how you plan to use the video.


3 - 5 Working Days

+ R 1250

+ R 1 250

* As Selected by us. We have one male voice-over, and one female voice over. If you wish to include your own voice-over, this will be at your own cost

** Using a scriptwriter- Only applicable if you choose to change the script, which will have a cost implication.

*** subject to which services are selected

**** Unlimited review on animation aspects. Once the script and voiceover are concluded, any changes will be charged accordingly.

Note: All Prices EXCLUDE VAT


Full Payment on Order

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