Our Credentials
Licensed advisory Services Provider (FSP 9328)
Certified Financial Planner® (CFP®) professionals
Salaried advisers to mitigate conflict of interest.
Our Core Principles
The foundation of everything we do for our clients
Integrity First
Built on the principles of simplicity, transparency, and fairness in all our client relationships.
Client-Focused
Completely objective and client-focused advice, free from product bias or commission-driven incentives.
Professional Excellence
All our planners are Certified Financial Planner® (CFP®) professionals or actively working towards this qualification.
Holistic Approach
Comprehensive guidance across wealth creation, protection, retirement, and estate planning.
Our Holistic Approach
We take a holistic approach, tailoring each financial plan to the unique goals, values, and life stages of our clients. Our planners offer comprehensive guidance while also nurturing individual areas of expertise.
- Wealth creation strategies
- Retirement planning
- Short-term insurance solutions
- Employee benefits
- Wealth protection planning
- Estate planning
- Medical aid products
Trusted Partnership
To provide well-rounded solutions, we also engage trusted specialists in short-term insurance, medical aid products, and employee benefits. This collaborative model ensures you receive expert guidance across all areas of your financial life.
Our planners operate under the license of Fairbairn Consult (FSP 9328), a registered Financial Services Provider and proud member of the Old Mutual Group – giving clients and advisers the peace of mind that comes with experience, scale, and integrity.
our servicesLicensed & Trusted
Our credentials give you peace of mind
Licensed Provider
Financial Services Provider (FSP 9328)
Industry Recognition
CFP® certified professionals recognized globally