Financial Advisor | Cape Town

genetic

genetic

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Does anyone have a financial advisor they can recommend in the Cape Town area?

Thanks!
 
No one with any recommendations?

Failing an independent advisor, is it advisable to go through a company like Allan Gray or Old Mutual?
 
airborne said:
What kind of advise do you need?
Click to expand...

Retirement and investment advice mainly.

Starting a new job on Monday - old company had benefits like medical aid, retirement etc.
New company offers no benefits, so would like to consolidate existing policies and maintain retirement savings.

Don't really know the best way to go about it.
 
genetic said:
Retirement and investment advice mainly.

Starting a new job on Monday - old company had benefits like medical aid, retirement etc.
New company offers no benefits, so would like to consolidate existing policies and maintain retirement savings.

Don't really know the best way to go about it.
Click to expand...
I would be very careful with financial advisers regarding that stuff, most of them are just glorified salesman.

I'd do a lot of research about the option's, most of financial stuff can be done to a very high standard DIY these days, the internet has a wealth of info, likewise starting a thread on the forum.

I'd hang in there till someone you trust can recommend one, I got burnt by a financial advisor and now do it all DIY.
 
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