About us
If you want to learn more about us, you’re in the right place. Our team is always ready to assist when it comes to securing your financial future.
Roy
Financial Advisor
The owner of RDA Financial Services cc, was previously a Financial Advisor with a large international life office for 10 years. He took over the servicing of his late grandfather’s client base of 40 years.
Marco
Rep Under Supervision
He holds the CFP® designation and a B.Com in Business Management. He is committed to providing clients with informed, relevant, and practical financial advice. He remains up to date with industry developments, regulatory changes, and financial planning best practices to ensure that clients receive advice that is current, appropriate, and aligned with their individual needs.
Cindy
Rep Under Supervision
Cindy has been part of RDA Financial Services since its inception and plays a key role in the day-to-day running of the office. She manages office administration, supports client service processes, and oversees the firm’s filing and record-keeping systems.
Fadilla
Administration
Fadilla handles all issues relating to investments and life assurance. She is known to most of our clients for her caring manner as well as her passion to provide them with outstanding service.
Testimonials
Posted on Google Maxine De JesusTrustindex verifies that the original source of the review is Google. Roy and the team are so helpful - Cindy has been immense and helping with so much admin. Even going as far as filling in forms for me as far as she can to assist with tedious administration. Roy has our best interests at heart and always provides sound financial advice. He is very experienced and a great financial advisor. Thank you RDA Financial Services, you are much appreciated.Posted on Google Amiee WebberTrustindex verifies that the original source of the review is Google. I cannot recommend RDA Financial Services highly enough. I have been with RDA since 2016, and thanks to Roy’s sound advice all those years ago, I took out insurance/risk cover and gap cover that I honestly never expected to need. At the time, Roy patiently explained why this kind of cover mattered, even when it felt like one of those “surely this won’t happen to me” decisions. In January last year, I woke up with sudden single-sided hearing loss. It was an absolute rollercoaster — emotionally, medically and financially. Losing a sense so suddenly and irreversibly was traumatic enough, but the costs of specialists, tests, ongoing treatment and ultimately surgery added an enormous amount of pressure during an already overwhelming time. I will forever be grateful that Roy encouraged me to put the right cover in place. I am equally grateful to Marco and the wonderful ladies at RDA (Fadilla and Cindy), who guided me through the claims process with patience, expertise and genuine care. When things became incredibly difficult after the insurer rejected my claim, the RDA team fought my appeal with professionalism, determination and absolute commitment. Coming from me as a lawyer, that is not something I say lightly. Their efforts ultimately resulted in a successful outcome, and is the reason I was able to afford cochlear implant surgery — a surgery that has genuinely changed my life. Marco, in particular, deserves a special mention. He kept a level head throughout, managed my expectations effectively, while going above and beyond to help me, and made me feel like he, and the RDA team, truly had my back at every step of the way. That kind of support is rare, and it will always stand out to me. This is just one example of what sets RDA apart: integrity, determination, professionalism and real care for their clients. They are not just there when things are easy — they show up when it matters most. 20 out of 10 recommend the RDA team.Posted on Google Lee-Anne WebsterTrustindex verifies that the original source of the review is Google. Marco from RDA Financial Services has been an incredible help! He guided us through the process of getting medical aid with such professionalism and care. Marco made himself available with online meetings and in-person meetings when required. Marco also went above and beyond to provide clear and detailed information on our financial policies, making what seemed complex feel manageable. His expertise and dedication truly stand out. We’re grateful for his assistance and highly recommend his services! RDA Financial Services digital systems were a breeze when signing documents. The admin team was phenomenal.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
A team with experience and passion
Contact us
Unit C5B, Westlake Square, Westlake Drive, Westlake, 7967

