When we fully understand who you are and what your needs are, we direct our attention to specific financial planning areas of
Life is unpredictable and things do go wrong. Having the right insurance to protect you against unforeseen events is essential.
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.
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 centre 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:
- 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 firstname.lastname@example.org.
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What our clients say
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: