Taylored Financial Solutions

Taylored Financial Solutions is a female owned independent Financial Service Provider that specialises in employee benefits. We are ruthlessly committed to helping our clients empower themselves and their staff through sage financial planning advise.

With 12 years in the industry, 6 of which in roles advising and mentoring financial planners, I feel we are well equipped to give reliable, enlightened advise to our own clients that will help them not only retain and protect their staff but also build assets in both their business and personal portfolio’s to not only protect but enhance their current lifestyles.

We are INDEPENDENT financial planners so as to offer our clients the best value the market has available. We hold contracts with the big five insurers on the Employee Benefit and Life side of the business. We do Momentum, Discovery and Liberty health and our clients investments are either on the Allan Gray, Stanlib or Glacier platform.