Financial Planning & Advisory Services

Financial Planning & Advisory Services

We offers both business and individuals with the consulting expertise

This unique business unit of Masegare & Associates Incorporated offers both business and individuals with the consulting expertise to secure your financial well-being. We offer a full range of wealth advisory and financial planning services to individuals, companies and estates. Our goal is to help our clients get to the right solutions so we can positively contribute to their lives.

We are a local firm of audit, tax and advisory specialists, and everyone should have the opportunity to live the life they want.

We Support Our Clients Five Working Days

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How can we help you to get there?

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Why Use A Certified Financial Planner(CFP)?

The CFP designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it. Added to this is the fact that we are a FPI Approved Professional Practice.

What Is an FPI Approved Professional Practice?

Being a member of the Financial Planning Institution (FPI), as well as the Investment Analysts Society of South Africa,(IASSA) and the industry regulator, Financial Sector Conduct Authority (FSCA) makes our

business to stand out amongst its peers and sends a clear message to your clients that your practice adheres to the highest levels of global standards and ethics in financial planning. It also validates that your practice is following the six-step financial planning process and that you place the needs and objectives of your clients at the heart of your business.

In addition, our membership demonstrate that we have a set the benchmark for professionalism and standards in financial planning in South Africa.

The FPI also recognises financial planning businesses that meet specific quality standards and measures as an FPI Approved Professional Practice – there are currently only 14 financial advisory businesses in South Africa that are a FPI Approved Professional Practice. These businesses stand out amongst their peers as adhering to the highest levels of standards and ethics in financial planning. Not all awards are equal, just as not all Financial Planners are equal. We are proud of the recognition we have achieved as the benchmark for professional financial planning in South Africa for 2020.

 
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