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 we are

At GlenFin™ we are passionate about helping you to pursue your financial and life goals. We continuously challenge conventional thinking and avoid falling into the trap of following short-term fads. In so doing, we ensure that you remain at the center of our business. Although we pride ourselves in our ability to solve problems, we focus much of our efforts on establishing what your unique needs are. This integrated approach prevents the oversights that may arise from piecemeal advice.

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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What our clients say

Wow Ashley – dit is amazing, dankie vir jou uitstekende werk!!!
Dear Ashley I would like to thank you for volunteering at LeaderEx. Your valuable contribution has ensured that we can demonstrate to the public the value of working with a CFP® professional. This has helped us drive home the message that the FPI preachers to consumers. We value the time that you have taken to help realise our vision of Professional financial planning for all. Regards David Kop, CFP® HOD: Advocacy & Consumer Affairs  
Dear Ashley I just want to say how satisfied I am with the services rendered to me. You showed personal interest in my financial needs and preferences. Your professional, ethical and caring demeanour elicits trust and respect. I will definitely recommend your services whenever possible to friends and family alike. Thank you for all your efforts. E Engelbrecht
I want to compliment Ashley Percival from Glenfin Financial Services for his professional service. The level of knowledgeability, the quality and completeness of the advice received about investments, retirement planning, life cover etc. is of an exceptionally high standard. I can say with confidence that I am in control of my financial affairs again. Thank you Glenfin. R Begemann
Hi Dave, Herewith Ashley’s email address if you want to contact him for financial advice and Tax returns. He is fantastic! God Bless. Merlane
Hi Ashley It was great meeting you and I look forward to a long journey with you. Thank you for simplifying the issues. Regards, L Kemp

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:

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