We are Certified Financial Planners (CFP) with over 34 years of experience. We have built fantastic relationships with the major financial institutions, and have the availability of many experts and specialists.
We are audited quarterly during which time we use Masthead as our compliance specialist. These results get sent to the Financial Services Board (FSB) to ensure our practice is compliant in all aspects. We are registered as a tax practitioner with the South African Institute of Tax Practitioners (SIAT) and SARS. We are also registered as a Commissioner of Oaths.
Whether establishing a career, thinking of buying your first property, getting married, having children, saving for school or university, or that big vacation, retirement planning, preparedness for death or emergencies, we assist clients through all life stages where sound financial planning is essential.
Authority and Accreditation
Our practice has written authority and accreditation to market products from the following suppliers:
