The road to your financial freedom starts here

Financial advice you can rely on

RDA Financial Services is an independent financial advice practice. Since 1999, we have helped individuals, families and businesses make informed financial decisions across investments, retirement planning, risk cover, medical aid and estate planning.

As an authorised Financial Services Provider, we work with a broad range of leading product providers, allowing us to recommend solutions suited to your specific needs, goals and budget.

We work with you to build a financial strategy that protects your present and strengthens your future.

Speak to an adviser or request a quote, and our team will get back to you.

Business Assurance

Ensuring that your business is covered against long-term financial risks. This could relate to experience and expertise provided, provision of finance, or funding the purchase of a partner and/or shareholder’s interest in the business. Solutions covered include Business Contingency Insurance, Buy and Sell Agreements, Key Person Insurance and Business Overhead Protection.

Employee Benefits

Employee benefits are optional, non-wage compensation provided to employees in addition to their normal wages or salaries. These types of benefits may include group insurance benefits like Medical Aid, Life Insurance, Disability Income Protection and Retirement Benefits.

Investment Planning

Grow your savings by investing in a wide range of investment solutions, from short-term investments which offer immediate access to funds, to long-term investments. By exposing your company’s profits to potential market-related growth you allow your profits to grow at a rate which generally out-performs inflation in the long-term.

Short-term Insurance

Short term insurance encompasses all types of insurance policies other than life insurance and provides you with cover should you suffer any loss, damage or liability to your property and assets or those of a third party. It includes vehicle, property, household, personal liability, travel and business insurance.

Savings

A variety of savings vehicles are available to help you achieve your savings goals for your important future events such as your child’s university studies or even an overseas trip.

Retirement Planning

There are various retirement annuities available which can be structured to best suit your individual retirement savings needs. Retirement annuities are ideal for people with pension and provident funds looking to supplement existing retirement provision with maximum tax efficiency.

Why RDA Financial Services?

At RDA Financial Services, we believe financial planning should be clear, personal and practical. We take the time to understand your circumstances, your goals and the people who depend on you before recommending a solution.

As an independent advice practice with decades of experience, we have the freedom, industry knowledge and provider access to compare options across the market and match suitable solutions to each client’s personal portfolio.

Our approach is built on long-term relationships, honest guidance and advice that helps you protect what matters today while planning properly for tomorrow.

How can we help you?

We assist people at every stage of their financial journey, from young professionals starting out, to families needing protection and planning, business owners managing risk, and individuals preparing for retirement.

Our role is to help you identify what needs attention, understand your options, and take practical steps toward a stronger financial position. Whether you need advice once-off or ongoing guidance over time, we are here to help you make informed decisions with confidence.

Contact us today to secure your financial future

Contact us

Unit C5B, Westlake Square, Westlake Drive, Westlake, 7967

Tel: +27 21 7121198
Fax: +27 21 7128576
Fax: +2786 690 3568
Mobile: +2783 392 2922
email: reception@rdafs.co.za