Financial Planning Services

Financial planning services are offered in the context of both an  individually tailored and holistic approach to cater for a clients unique circumstances.
Related Services and Linked Products:
  • Discretionary investments
  • For retirement
  • In retirement
  • Provision for education
  • General savings
Personal Risk Insurances:
  • Life cover
  • Disability
  • Income protection
  • Dread disease
  • Group benefits
Tax and estate planning considerations are incorporated into overall financial planning
This division is staffed by three professional financial planners and three support staff:

Financial Planners

Craig Clark

Rob Evans

Brad Hutton

  • Craig Clark - (BSc H Dip Acc CA(SA) H Dip Tax), Practising in financial  services profession since 1994
  • Rob Evans - (B Comm H Dip Acc CA(SA) CFP(SA)), Practising in financial services profession since 1998
  • Brad Hutton (N.Dip Survey, RFP1, RFP2 and RFP3), practicing in the financial services industry since 2004.
Support Staff

Lee-Ann Botha

Carrie Gordon

Janet Cook

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