Flexible, personalised financial planning that helps you achieve what you value in life.
Financial planning is a very personal journey and choosing the right financial planner to assist you to navigate that journey, is essential.
We work closely with you to define a financial strategy and supporting lifestyle choices, which will help you to achieve the goals that you envisage for yourself and your family.
We are not bound by financial products or underwriters and we are not here simply to write policies. Instead, we are a team of highly skilled and experienced financial planners, committed to you in the long term. Ours is a personalised service which we tailor precisely to your needs.
Financial planning should be flexible enough to grow with you as you move through each stage of your life. Through our personalised approach and our life-long commitment to you, we aim to achieve just that.
Our name refers to that which is powerful, dependable and complete. We seek work that is meaningful and the opportunity to build a protective environment that supports our objective of assisting our clients to achieve the goals that they have set for themselves.
Investment Planning Solutions
Retirement Planning Solutions
Short-term Insurance Solutions
Alantra Financial Planning, a registered Financial Services Provider (FSP), assists professional individuals, entrepreneurs and business owners who are serious about maximizing the efficiency of their wealth, to achieve the financial and personal goals that they have set for themselves and their families.
Telephone: +27 (21) 872 8141
Di Rialto, 42 Main Road
Authorised Financial Service Provider FSP Number: 43554 • VAT Number: 4150260315 • Reg. No. 2018/246522/07