We are celebrating 25 years of independent financial planning, 1FINPLAN is a well-established market leader in providing independent financial advice.
1FINPLAN is owned and managed by Riaan Lessing and Sean Engelbrecht; both highly skilled authorised independent financial advisors. Madelein Burger forms part of the dynamic advisor's team. Riaan, Sean, and Madelein sit on the 1FINPLAN investment committee which operates under the South African Financial Services Board.
With a professional and highly skilled team, our philosophy is to collaborate with our clients through our unique independent advice processes; ultimately achieving our clients' financial goals and needs with a long-term commitment to service delivery.
In offering our clients a complete independent financial solution, we currently hold contracts with the major insurance and investment corporations including Allan Gray, The Discovery Group, The Liberty Group, The Old Mutual Group, The Momentum Group, Rubicon, FMI, PPS, Investec, Sovereign, Capital International Group, Medshield, Spectramed, Fedhealth, Profmed, Medi-Help, Santam, Hollard, Western National and Ascent.
1FINPLAN is an independent authorised financial service provider proudly owning two divisions; Long Term Financial Planning FSP 15502 and Short-Term Financial Planning FSP 34707.
Market Indicators and Portfolios
MovementsYear to date returns
|Markets / Portfolio||% Change|
|JSE All Share Index(ZAR)||-3,28%|
|JSE Top 40 Index(ZAR)||-0,28%|
|FTSE 100 Index(ZAR)||-17,83%|
|1FINPLAN CPI+2 (ZAR)||1,55%|
|1FINPLAN CPI+4 (ZAR)||0,57%|
|1FINPLAN CPI+6 (ZAR)||-0,18%|
|1FINPLAN SIP GLOBAL Balanced F||-1,48%|
|1FINPLAN SIP GLOBAL Balanced F||5,63%|
14 February 2017
Let SARS help you pay for retirement 8 February 2017 Issue no. 186 The South African...Read more here