A change is as good as a holiday, and a holiday is a good place to start a positive change. For those lucky enough to be going away at the end of this year, we’ve rounded up some of the books the [...]
Helping you bring order to your FINANCIAL LIFE
Helping you follow through on financial commitments
Bringing insight from the outside to help you avoid
emotionally driven decisions on important money matters
We will explore what specific knowledge will be needed
to succeed in your unique circumstances
We work with you to
transitions and to be
anticipate your life
financially prepared for
them
Helping you achieve
concert with you, not
the best life possible
but will work in
just for you, to
make this possible.
When we fully understand who you are and what your needs are, we direct our attention to specific financial planning areas of
Risk Management
Life is unpredictable and things do go wrong. Having the right insurance to protect you against unforeseen events is essential.
Wealth Management
Our wealth management service is at the core of our business. We realise that each client is unique and structure our plans to suit your individual needs.
Estate and Succession Planning
GlenFin™ makes use of strategic partners to help clients and their families to protect their wealth through estate transition.
Who is the Principal
Ashley Percival is a CERTIFIED FINANCIAL PLANNER® and Registered Tax Practitioner. He is member of the Financial Planning Institute of Southern Africa (FPI). He holds the following qualifications:
- LLB
- LLM (Tax)
- Post Graduate Diploma in Financial Planning
- Advanced Post Graduate Diploma in Financial Planning
Ashley developed a passion for financial planning early in his career and inter alia worked as an Assistant Ombud at the Office of the Ombud for Financial Services Providers (FAIS Ombud). Ashley regularly facilitates MYMONEY123 workshops which is a financial education community outreach project championed by the FPI. The aim of the project is to actively engage all South Africans to consider and ponder their personal financial planning responsibilities and goals. For a free group workshop please book Ashley at ashley@glenfinadvice.co.za.
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Independence
GlenFin™ does not belong to a specific supplier, we therefore have complete freedom to choose who we want to partner with. Our independence puts us in a position to give unbiased advice to ensure that we at all times act in your best interests. The following carefully selected suppliers are currently being used by GlenFin™ to address your needs:
