+27 83 564 3784 allison@activefp.co.za

TRUST . RELATIONSHIPS . KNOWLEDGE .

LET'S TALK

“Financial planning is not only about the brand, mission or vision, it’s about trust, solid relationships, personalised service and delivering on promises.”

FINANCIAL PLANNING SERVICES

Being independent enables us to partner with all the reputable financial service providers as we do not have to use the products of one particular service provider. This translates into us being able to offer you solutions and products with your needs in mind. There are no incentives to offer any one product above the other.

Personal Financial Planning

Personal financial planning is the first important step towards financial well-being. A good financial plan coupled with sound financial advice will help make your financial future more manageable. Personal financial planning focuses on providing financial advice for businesses and individuals.

It covers but is not limited to the following:

  • Budgeting
  • Financial goal setting
  • Retirement planning
  • Local and offshore investment advice
  • Emergency funds
  • Education plans
  • Risk management (insurance, income protection, severe illness benefits)
  • Medical Aid and gap cover
  • Portfolio monitoring and annual reviews

Business Financial Planning

A well-looked-after employee is a loyal employee and we assist with recommending Group Life schemes for businesses.

These schemes cover the following

  • Retirement options
  • Life Insurance
  • Temporary and permanent disability cover
  • Severe Illness cover
  • Funeral cover

LATEST NEWS

IT’S SO NOISY OUT THERE

IT’S SO NOISY OUT THERE

The likelihood of 2025 being all about Trump is real; brace yourself for a potentially wild ride. This does mean that market noise will be elevated, fueling uncertainty and consequently promoting volatile markets. At times like these, you must focus on your long-term...

Soft Retirement Planning

Soft Retirement Planning

LIFE IS LIKE A TOILET ROLL... The closer you get to the end, the faster it goes. I just attended an inspiring and down-to-earth talk on retirement planning—focused less on numbers and more on what truly matters. The talk opened with two thought-provoking questions:...

WHAT OUR CLIENTS SAY

An amazing job

Thank you Allison for all you are doing. You are doing such an amazing job.

Jacqueline Dahlström
Teacher
Active Financial Planning
5
2022-08-17T16:10:44+00:00
Thank you Allison for all you are doing. You are doing such an amazing job. Jacqueline Dahlström Teacher

Thank you for the extreme care you are taking with all the money and investments. 

This is much appreciated. You are very good, informed, and empathetic at what you do and I do feel safe with you. Thank you

Carole Penfold
Retiree
Active Financial Planning
5
2022-08-17T16:12:49+00:00
This is much appreciated. You are very good, informed, and empathetic at what you do and I do feel safe with you. Thank you Carole Penfold Retiree

I take great comfort that my financial plans are in your safe hands

‘Thank you for your wonderful patience in explaining the areas of financial planning which were a complete mystery to me! I really appreciate your knowledge, wisdom, personal care and practical guidance, and I take great comfort that my financial plans are in your safe hands’

Claire Booth
Business Owner
Active Financial Planning
5
2022-08-17T16:17:19+00:00
‘Thank you for your wonderful patience in explaining the areas of financial planning which were a complete mystery to me! I really appreciate your knowledge, wisdom, personal care and practical guidance, and I take great comfort that my financial plans are in your safe hands’ Claire Booth Business Owner
5
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Active Financial Planning

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