Personal & Family Financial Planning

For individuals and families looking for help with investments, retirement planning, life cover, medical aid, gap cover, wills, and estate planning.

Wills & Estate Planning

Protect your loved ones and make sure your wishes are clearly documented.

Financial Portfolio Review

Review your current financial products and identify gaps or opportunities.

Tax Free Savings

Grow your savings tax efficiently while working towards your long-term goals.

Retirement Planning

Plan with confidence so you can build and protect your future income.

Investments

Invest according to your goals, time frame, and personal risk profile.

Short-term Insurance

Protect your home, vehicle, and valuables against everyday risks.

Life Insurance & Risk Cover

Provide financial protection for your family if something happens to you.

Income Protection

Protect your monthly income if illness or injury prevents you from working.

Do you have a will?

Death is a sensitive topic in itself, and to have the courts decide how to divide your estate without your input can be a long and excruciating process for your family. Having a Will gives you comfort in the fact that your life’s work and rewards will be distributed and managed according to your wishes.

Speak to us about drafting or updating your Last Will and Testament in line with your wishes.

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

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