Investment minimums

>R5m

Richelle Kohn

I’m a sales executive and financial advisor for Octagon Financial in Knysna and I navigate clients in managing their wealth portfolios and reaching the heights laid out in our planning process. Every interaction with a client is important, as I know how ever-changing life can be.


Unit 7B the Boathsed, Long street thesen harbour town, Knysna, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

063 XXX XXXX

richell************************o.za

Reveal contact details

Richelle Kohn

I’m a sales executive and financial advisor for Octagon Financial in Knysna and I navigate clients in managing their wealth portfolios and reaching the heights laid out in our planning process. Every interaction with a client is important, as I know how ever-changing life can be.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Unit 7B the Boathsed, Long street thesen harbour town, Knysna, South Africa


About

About Octagon Financial Services – Garden Route

We are an independent financial solutions company dedicated to building wealth for long-term financial freedom. We have an affinity for people and making their money grow, and undertake rigorous financial planning processes with our private and corporate clients to craft simple, sensible wealth management plans that stack the odds in their favour.

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