Established as a Closed Corporation during 1990, we are registered with the:
- Financial Services Board in terms of the FAIS Act (FSP NUMBER 13296)
- Council of Medical Schemes (Org 1382)
- Financial Planning Institute of Southern Africa (Member 199900312)
In addition, a proud member of the Cape Regional Chamber of Commerce as well as a Member of Proudly South African
As your Financial Coach, we teach you:
- How to make your dreams a reality
- How to manage debt
- How to build up an investment portfolio
- How to protect your lifestyle
The partnership must benefit you. You should see significant changes within a year of our first meeting.
Financial Planning is the process whereby you take control of your finances. This could include buying a house, planning for retirement, passing unacceptable risks to others, or saving for your child’s education.
To ensure that we are skilled, Financial Planners are required to pass numerous exams. The cream of the crop have attained the title CERTIFIED FINANCIAL PLANNER™.
We follow a six-step process when we work with clients. We collect detailed data and hand you a comprehensive Financial Needs Analysis during our annual visit.
Although we have offices in Cape Town, no South African client ever needs to pay more than the cost of a local telephone call to speak to us.
