Advice that matters
We provide independent, professional financial advice designed to help you make informed decisions with confidence.
Financial advice should never be overwhelming — it should be empowering.
Services
Investment Planning
Pre- and Post-Retirement Planning
Ongoing Advice & Independent Reviews
Risk Mitigation
Estate Planning
About us
Our team of investment and financial planning specialists collectively has over 60 years of industry experience relating to investment planning, pre- and post-retirement planning, estate planning and selective risk solutions.
Contact us
Somerset West
Email: ian@swpadvisory.com
Office HQ: 021 851 9443
Cell: 082 372 7977
George
Email: ilze@swpadvisory.com
Cell: 079 245 4701