Certified Financial Planner with over 15 years experience. Providing advice in the

areas of 

• risk planning (life, disability & dread disease insurance), 
• investment planning (retirement, children’s education, unit trusts), 
• Estate Planning, 
• Business

Assurance and Company Pension/ Provident Funds. First consultation is free of charge, and happy to assist with pro bono advice where reasonable.

Find My Funds is a FREE online solution that empowers you to quickly obtain an up-to-date overview of your life insurance and investment policies.

Working with a range of experienced, professional, and independent Financial Planners, representing the leading life insurance and investment companies in South Africa, we are able to facilitate the sourcing of information directly from these

companies in order to provide you with a complementary, comprehensive, life insurance and investment policy report. 

Find My Funds facilitates the access of information from the likes of Discovery, Liberty, Old Mutual and Sanlam, amongst others.

At Currency Partners, we understand that behind each and every currency transfer there is a story that matters to you, which is why you are our most valuable currency. We value you.

Established in 2012, Currency Partners is today widely recognized as South Africa’ s biggest and leading independent specialist Private Client Foreign Exchange intermediary. Furthermore, our UK partner office in London, can assist with international currency transfers outside of South Africa, via Barclays PLC, to ensure that we are offering the best solution for our clients, making us an ideal worldwide partner.

Origin Financial offers an inclusive approach to financial solutions, recognising that our clients are becoming more financially informed, understanding their own financial needs and becoming more focused on their specific goals, and offering the financial assistance to guide the way. 

Services offered includes: 

• Short-term Insurance, 
• Tax & Fiduciary, 
• Wealth Management, 
• Accounting to name a few