HOLISTIC

financial planning

Thank you for being willing to trust us to help you with your financial journey. We believe that financial planning is a vulnerable and sacred space, as such, we hold it carefully and securely.

We have a professional and principled approach to supporting you with your financial planning. We value our independence, offering you the best solutions for your needs, not selling the agendas of other companies or product providers.

Combining our experience with ongoing professional development and qualifications, we're dedicated to giving you the best advice, fortified by our passion to ensure that you are empowered and protected throughout your financial planning journey with us.

Fanie Nel

Fiinancial Advisor
About Fanie

An experienced Managing Director with a demonstrated history of working in the financial services industry. Skilled in Investments, Business Succession Planning, Risk Management, and Customer Service.

Strong business development professional with an Advanced Post Grad Diploma in Financial Planning focused in Investment Management and estate planning from University of the Free State and undergrad from University of Stellenbosch.

The youngest person to attain the highest mark of excellence in the financial services industry - CFP - at age 23 in 2004.

Investments

Cindeline Smith
Whatsapp 062 784 7891

Life cover

Ayva Disten
Whatsapp 065 265 6973

 

 

Wills

Ayva Disten
Whatsapp 065 265 6973

 

Short term

Kylin Godfrey
Whatsapp 067 053 1166

 

Medical Aid & GAP

Siphokazi Makhanda
Whatsapp 087 711 8364

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

‘We want to thank you for your personal service. We will always stay with you as we really know we are not just a number’.

Petro Neethling

‘You are you definitely the best advisor I haver ever dealt with and recommend you to everyone that needs assistance’.

Johan Snyman

‘Thank you for the difference you have made in my life, I would not have been where I am today without you’.

Tamsyn Nel

‘Baie beïndruk met Kylin se puik werk. Sy is regtig 'n aanwins.’

Adele Dun

‘Dankie Cindeline, jy is ‘n ster’.

Lelanie Loftie-Eaton

‘Ek moet eerlikwaar sê, ek het lanklaas sulke fantastiese diens ontvang. Vanaf die beleggings, tot die eise kant, julle wen alles.

Met my persoonlike besering eis, julle het my verbaas, regtig. Die Dr se ontvangsdame sê syt lanklaas ‘n makelaar gesien so goed ‘n saak hanteer en konstant opvolg, dis iets om oor te spog (haar woorde).

Julle hanteer alles in so ‘n professional manier en laat my voel asof ek die president is van SA. Elke proses is min moeite en sodra julle dink iets gaan my ontstel of ontrief dan bied julle dadelik aan om ‘n ander proses of metode te volg om dit te verbeter. Al wat ek wil sê is well done, en, hou so aan, dit is ‘n plesier om met hulle/julle te werk.'

Johannes Mulder

‘Ek wil net dankie se vir die hulp met my eis, ek weet die hoeveelheid moeite wat julle gedoen het en ek sou dit nie sonder julle kon regkry nie’.

Bertus van Niekerk

‘Hi Fanie is a guy who really knows what he is talking about when it comes to Life Insurance and Retirement Annuities his in-depth knowledge really impressed me. He explains in detail with facts and illustrations. I can recommend him to look after your assets.’

Patrick Hards

Financial Advice that is tailored
to you and your choices.

CONTACT US

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