About Us

To provide meaningful advice to all who seek it

Charl Greyling Financial Advisor has been in the financial industry since 2015. After spending 3 years in Nedbank financial planning and seeing how the current financial planning industry works, he decided to leave the corporate environment in order to focus on client centered advice.

All advisors is qualified to provide financial advice and the strongest measures is put in place in house to insure that the client always receives the correct advice.

Currently forming Part of Old Mutual Franchise division our team consist of 21 Financial Advisors, 11 Admin assistants and 6 in house marketing agents.

OUR APPROACH

Our focus has always been to ensure that clients needs are met and that holistic financial Advice is the center of our value proposition. In conjunction with this, a very large focus is placed on creating a long term bond with clients to ensure that we understand each clients circumstances and tailor a plan specific to each client.

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