• BOE logo
  • Investec logo
  • Momentum logo
  • Stanlib logo
  • Imara logo
  • Intervest logo

Professional Financial Planning

Professional financial planning provides you with direction in making your financial decisions and secures your financial future. We are offering all South African's a free financial plan. Simply complete our contact form and one of our professional financial planners from your area will contact you to schedule an appointment. With your free financial plan you will enjoy all of the the following ongoing benefits:

  • 1Goal Setting
    Setting realistic financial and personal goals by followng the 6 step financial planning process with a financial planner.
  • 2Financial Assessment
    Assessment of your current financial health by examining your assets, liabilities, income, taxes, investments and estate plan.
  • 3Comprehensive Planning
    Developing a comprehensive plan to meet your financial goals by addressing financial weaknesses and building on strengths.
  • 4Executing Your Plan
    Putting your financial plan into action and monitoring its progress on a regular basis to ensure you meet your goals.
  • 5Staying Ahead
    Staying on track and catering for changes in: goals, personal circumstances, life stages, products, markets and tax laws.

Contact a financial planner in your area

Tell us about yourself and a professional financial advisor will contact you to schedule a free financial planning consultation.

 red boxes  indicate required fields.
Clear  Submit    

* This service is completely free to you, however, businesses pay a fee to participate. Please respect this by submitting accurate information.

Planning Process

financial planning process

The six step professional financial planning process ensures a comprehensive assessment of your current financial health. A financial planner will guide you through this process and guarantee the best possible results for your financial future.

6 Step Planning Process

Financial Planners

financial advisors

There are several types of professional financial planners including certified financial planners (CFP®), financial advisors, investment consultants and others. Financial planners adopt an holistic approach and focus on all areas of your finances.

Financial Advisors

Free Financial Plan

free financial plan

*** Special Offer ***
All South African's qualify for a free financial plan. Take a few seconds to complete our our contact form and a professional financial planner in your area will contact you and schedule an appointment.

Contact an Advisor

Financial Planning

Financial planning is all about balance and a good financial plan covers all aspects of your financial goals. When meeting with a financial planner they will provide investment advice on all areas of your finances as depicted in the diagram below. Balance is the key to achieving the best financial plan.

Your Financial Planner

Investement Management

In today’s regulated environment there are many things you need to consider. Financial Planning is a process, not a single step. It’s about structuring and re-arranging your financial affairs, and resources, to meet the goals that you have set. Life is all about goals. Investment planning allows you to reach these goals, and put in place real, achievable steps to meet them on time.

Financial planning allows you to understand how each financial decision you make has an effect on other areas of your finances. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can adapt more easily to life changes and feel secure that your goals are on track with professional investment management.

Sound investment advice and investment planning guarantees a diverse investment portfolio that generates excellent financial returns over time.

Your Financial Planner