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Investment minimums

Kenneth Graham

I believe proactive financial planning ensures the ability to live life on your own terms. I worked in corporate for more than 10 years before deciding to become a financial planner. My background as an auditor and financial manager allows me to specialise in comprehensive financial planning for families during every stage of their life. Part of my job is to help clients make the best possible financial decisions in the face of uncertainty.

21 C, 4th floor Cento Building Bella Rosa Village, Durban Road, Tygervalley, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

kenneth*************o.za

Reveal contact details

Kenneth Graham

I believe proactive financial planning ensures the ability to live life on your own terms. I worked in corporate for more than 10 years before deciding to become a financial planner. My background as an auditor and financial manager allows me to specialise in comprehensive financial planning for families during every stage of their life. Part of my job is to help clients make the best possible financial decisions in the face of uncertainty.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

21 C, 4th floor Cento Building Bella Rosa Village, Durban Road, Tygervalley, Cape Town, South Africa

Get directions

Contact details:

083 XXX XXXX

kenneth*************o.za

Reveal Contact Details

About

About Findata

Findata is a registered financial services provider (FSP 4771) complying fully with the requirements of the Financial Advisory and Intermediary Services (FAIS) Act, 2002. Findata Financial Services (Pty) Ltd was incorporated in 1984 to provide financial services to South African and international, corporate and individual clients. Our independent and objective practice aims to build long-term relationships with clients and their families.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.