Kevin du Plooy is a Certified Financial Planner who completed a Post Graduate Diploma in Financial Planning at the University of Free State in 2000 and has over 19 years of practical, independant experience as a Financial Planner for individuals and small businesses.

We commit ourselves to provide

• truely independant advice
• act with integrity
• place the needs of our clients first
• provide ongoing service of the highest standard.

What is Financial Planning all about??

 Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals. The scope of planning would usually include the following:

• Risk Management and Insurance Planning- Managing cash flow risks through sound risk management and insurance techniques

• Investment and Planning Issues- Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending

• Retirement Planning- Planning to ensure financial independence at retirement

• Tax Planning- Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes

• Estate Planning- Planning for the creation, accumulation, conservation and distribution of assets

• Cash Flow and Liability Management- Maintaining and enhancing personal cash flows through debt and lifestyle management

Who We Are

We're a firm of Financial Planners who can guide you through the maze of Medical aid schemes, retirement funds and insurance products. Registrered with the Financial Services Board and the Financial Planning Institute. Contact us for an initial complimentary consultation to assess your needs.

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