FSB ACCREDITED FINANCIAL ADVISORS
An online directory of: FSB approved financial advisors. This is a totally independent directory and not affiliated in any way to any financial institution or product house. All listed Financial Planners are accredited with the FSB (Financial Services Board).
DETAILED INFO ON YOUR FINANCIAL ADVISOR
A name and telephone number in the Yellow Pages is no longer sufficient. Think about it - you are effectively employing your financial advisor to guide you with your personal finance decisions. You will certainly be paying them, whether through commission or fees. Shouldn't you be looking at their CV? Their FSB accreditation? Their past experience and qualifications?
Now, in the comfort of your home or office, you can peruse the mini CV's of some of the top financial advisors in the country. No obligations.
TRANSPARENCY AS REQUIRED BY FSB
One of the most exciting experiences we've had on this site, is the quality of the people that have listed. These are the Financial Planners who are confident with their experience and achievements, and have nothing to hide. Transparency works for them. The fly-by-nights, on the other hand, don't like the transparency that our directory mandates (in line with FAIS), and you won't find them here.
PERSONALISED WITH THE INDIVIDUAL FINANCIAL PLANNER WITH WHOM YOU ARE DEALING
A unique feature of our financial planners website is that we have kept it very personalised. No matter which institution you are contracting with, at the end of the day it is the person that you are actually dealing with that determines the quality of service and advice. People want to deal with people - not corporations.
Many of our financial advisers are CFP ® professionals, the premier industry qualification of the Financial Planning Institute of Southern Africa (FPI). Whether you need advice on Retirement, Investments, Estate planning, Life and Disability Assurance, Short Term insurance, Medical Schemes, Offshore investments and planning, Business Assurance or Group Schemes, take full advantage of this online directory.
LATEST ARTICLES FROM OUR LISTED FINANCIAL ADVISERS
February 2017 Deadline! Annual Donations to Trusts
Dividend Tax Exemptions - Pitfalls to Avoid
Ascertaining Your Tax Compliance Status
Trusts: Beware the use of interest-free loans
Koop en Verkoop Ooreenkoms
- Executor Duties
DO THE CHOOSING YOURSELF - DON'T WAIT TO BE CHOSEN
As well established independent financial advisers we specialize in giving the best solution for you and your family in all areas of wealth management.
Jesse is on
Dial Code: 031
We are an independent family brokerage representing 15 Insurers & combined experience of 50 years in Financial Planning.
Kerry is on
Dial Code: 031
Life assurance, investments, medical/health benefits, pension/retirement benefits.
Eric is on
Dial Code: 031