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SA FINPLANNERS
FSB32295
Authorised Financial Services Provider
Independant Financial Advisors. Product Providers for Liberty Life, Discovery Life & Invest & Old Mutual
ABOUT US
The Personal Touch
I've worked in various roles since joining the industry in 2001.
My time spent abroad in the UK 2003-2010 has contributed greatly to my knowledge within Financial Services. Since returning to South Africa I've joined Old Mutual PFA as a financial advisor and thereafter did a stint at Discovery Life. I've moved into the independent advice space and believe that this is the only way to tailored client solutions and not a "One Size Fits All" approach when it comes to Financial Planning. Feel free to contact me today for an initial consultation.
VALUED PARTNERS
FINANCIAL SERVICES BOARD
LIBERTY LIFE & CORPORATE
DISCOVERY LIFE & INVEST
OLD MUTUAL
OUR SERVICES
Ensuring your Future
We specialize in personalized financial solutions i.e Retirement Planning, Planning for the unexpected in the form of various Risk Solutions, Education & Investment Planning as well as Corporate Pension & Provident Funds.
OUR CORE OFFERING
RETIREMENT PLANNING
Pre-Retirement Consultations, Annuity Options & Post Retirement Income. Corporate Pension & Provident Funds
RISK SOLUTIONS
Life/Disability Cover, Dread Disease Cover, Retrenchment & Income Protection
INVESTMENT PLANNING
Flexible Investments, Education Savings and Long-Term Investment Solutions