We are a professional South African Financial Advisory Practice based in SA and registered with the Financial Services Board (FSB). We act as financial advisors and financial planners specialising in personal finance and ethical financial planning. Our head planner is a Certified Financial Planner (CFP) which is the top financial planning qualification in South Africa issued by the Financial Planning Institute (FPI).

If you need a professional and ethical financial adviser or Certified Financial Planner to steer your personal finances in the right direction - we are your answer.

LATEST NEWS

We regret that we are no longer accepting new clients. To find an FSB licensed financial advisor in South Africa we strongly recommend that you go to the country’s premier on-line financial planner directory www.FindanAdvisor.co.za. The site features Certified Financial Planners (CFPs), Insurance brokers and Financial Advisors including agents of all the large instituions eg: Old Mutual, Sanlam, Liberty. It is fully independent of any South African financial institution

You can also find South African Attorney, Lawyers and law firms if you are looking for legal advice. Valuable contact info for The South African Law Society and others is also available.

And if you're a small or medium sized business needing accounting and require an accountant, auditor or accounting officer in South Africa (Pretoria, Cape Town, Durban, Johannesburg & all other regions) there is a portal of information on accountants too, such as cc registration in SA.

Feel free to peruse this site which contains a wealth of information and resources for individuals in SA seeking financial advice.