Certainly objective financial planning
We believe in providing transparent financial planning based on sound values to meet your needs. Therefore, preparing you and your family for the future.
We’ll work with you to plan your financial objectives by considering all factors. This includes investing and insuring you against risk.
So let’s help you save first before spending. Need that family holiday? Therefore start planning today.
How we work
What we do in summary
- Budgeting, Savings and Debt management
- Financial Coaching
- Needs analysis and goal-based financial planning
- Tax advisory (Individual only)
- Retirement planning
- Wills & Estates
- Loan finance deals – cars, property purchases, trade finance
- Takaful insurance
- Zakaah advice and calculations
- Certainly shariah-compliant business practice including focusing on Credit interest
- Conversions from conventional products to shariah products
Below are our industry-leading partners
Start planning your success
So let’s work towards achieving your specific personal goals.
First, complete the form below. Second, we’ll contact you. We also here via live chat. So lookout for the chat icon below.
More ways for us to connect
Chat to us via WhatsApp now (Works on chrome, firefox and opera browsers).
Reg no. – 2020/005147/07
Licence – FSP46853
BBBEE level 1