About Us
1FINPLAN is a well-established market leader in providing independent financial advice.
With a professional and highly skilled team, our philosophy is to collaborate with our clients through our unique independent advice processes; ultimately achieving our clients’ financial goals and needs with a long-term commitment to service delivery.
- Investment Planning
- Life Insurance Planning
- Medical Aid Planning
- Employee Benefits
- Short Term Insurance Planning
Retirement planning
Our “unique solution” for retirement planning
Over the years the 1FINPLAN investment committee has developed a unique approach to retirement planning and over time has developed an income calculator that combines different income solutions with different income tax rates to not only diversify income generation but also optimize our client’s nett income position.
Make the smart move of investment
Click here to make an appointment with one of our investment advisors today.
IN OFFERING OUR CLIENTS A COMPLETE INDEPENDENT FINANCIAL SOLUTION, WE CURRENTLY HOLD CONTRACTS WITH THE MAJOR INSURANCE AND INVESTMENT CORPORATIONS.
Including Allan Gray, The Discovery Group, The Liberty Group, The Old Mutual Group, The Momentum Group, Bidvest Life, PPS, Investec, The Sovereign Group, Capital International Group, Medshield, Fedhealth, Profmed, Medi-Help, Santam, Hollard, Western National, Generic and Ascent
one life, one chance, let’s plan.
Investment Planning
Invest Your Money
Our philosophy at 1FinPlan is to create Wealth through sound Investment planning. We are passionate about educating our clients regarding Investments, and to provide INDEPENDENT advise to our clients.
Life Insurance Planning
Put Your Mind At Ease
Our philosophy at 1FinPlan is to be able to provide INDEPENDANT Life Insurance solutions based on our sound Needs Analysis process. Education on the specific products available is key to our philosophy.