THE ONE FINANCIAL SOLUTION

Guiding you to a bespoke one-stop financial solution

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We Empower and Guide

We know that finances are very personal and that they impact all areas of one’s life. We provide guidance to our clients and simplify financial terminologies that often appear overwhelming. We help create a holistic vision of their financial well-being, while providing them with regular updates along the way to ensure that their financial plan stays on track.

Our Services:

  • Life Insurance
  • Business Insurance
  • Short Term Insurance
  • Medical Aid and Gap Cover
  • Retirement Solutions
  • Savings and Investments
  • Drafting Wills
  • Tax
  • Accounting
  • Trust and Estate Planning
  • Assisted Services
    • From time to time our clients or their loved ones need assistance with general errands like shopping, visiting the bank, doctor’s appointments, etc. Let us take care of the necessities on your behalf or accompany you.

The One Financial Solution is duly registered with the Financial Sector Conduct Authority (FSCA) under licence number 9630 and holds professional membership with the Financial Intermediaries Association (FIA), the Financial Planning Institute (FPI), as well as professional indemnity insurance.

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