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SA FINPLANNERS

 FSB32295

Authorised Financial Services Provider

Independant Financial Advisors. Product Providers for Liberty Life, Discovery Life & Invest & Old Mutual

 
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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

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FINANCIAL SERVICES BOARD

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LIBERTY LIFE & CORPORATE

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DISCOVERY LIFE & INVEST

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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

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RETIREMENT PLANNING

Pre-Retirement Consultations, Annuity Options & Post Retirement Income. Corporate Pension & Provident Funds

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RISK SOLUTIONS

Life/Disability Cover, Dread Disease Cover, Retrenchment & Income Protection

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INVESTMENT PLANNING

Flexible Investments, Education Savings and Long-Term Investment Solutions

 

CONTACT US

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