South City Financial Planners is an owner managed practice founded in 1969 and employs
32 staff. The professional staff complement comprises:
The Certified Financial Planner, CFP®, qualification is the highest internationally
recognized qualification for the financial planning industry.
A financial planner is someone who assists you to make the correct financial decisions
in planning for:
- your retirement;
- the protection of you, your family and your business against the financial consequences
of your premature death, disability or severe illness;
- any specific financial need, including child education, vehicle replacements etc.
South City Financial Planners may also assist you with your short term assurance
and employee benefit needs by referring you to our strategic partners who specialize
in these fields.
Within an ever-changing economic, financial and tax environment, the financial planning
market has become increasingly more sophisticated, both locally and internationally,
with a multiplicity of solutions available. Our objective is to guide you through
these complexities.