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Welcome to Partners in Financial Planning (Pty) Ltd
An Authorised Financial Services Provider

COMPANY PROFILE:

Partners in Financial Planning (Pty) Ltd is an independent financial planning consultancy.

Established in 1990, the current director and shareholder, Gordon Shaw, purchased 50% of the business in 1997 and the balance in 2002. Gordon is a CERTIFIED FINANCIAL PLANNER® professional. The company is registered with the Financial Services Board as a Financial Services Provider, number 3440. In 2009 Janine Ballance was appointed as an additional Key Individual and Administration Director. Compliance with the FAIS ACT is monitored by an independent compliance officer approved by the Financial Services Board, Jodi Coxwell.

Partners in Financial Planning endeavours to practise holistic financial planning based on a financial needs analysis. Areas of specialisation are Death and Disability Planning, Retirement Planning, Investment Planning including Offshore Investing, Estate Planning and Business Assurance.

Partners in Financial Planning operates from its company owned premises:
Suite 5, 1 Rydall Vale Park, La Lucia Ridge Office Estate.

MISSION AND VISION:

Partners in Financial Planning sees itself as a pioneering independent professional financial planning services provider, striving to provide appropriate, relevant advice in a legislatively compliant manner. It is committed to holding true to the principles of honesty, integrity and fairness, and to realising the best interests of its clients at all times.  It has a strong focus on customer satisfaction, and strives to consistently deliver fair outcomes for clients in accordance with the guidelines provided by its Treating Customers Fairly policy.

Please click on these links to download our:
Policy on Conflict of Interest
Protection of Personal Information Notice
Treating Customers Fairly Policy Statement