Finance Made Easy

Making a fundamental difference for our clients is what motivates us.

Our financial planners will guide you to make the right decisions so you can live life on your terms.

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Our team of hand-picked independent financial advisers will provide you with an objective analysis of your financial situation, and gain a comprehensive understanding of your short, medium and long-term goals.

Based on these financial touchpoints, they’ll recommend the best products available on the market to ensure your wealth is well managed and can grow optimally.

We are an independent financial advisory firm with no interest in any specific insurance product or company. We advise you about extra costs financial institutions are trying to hide and in so doing, provide you with the knowledge to make an informed decision.

Fio is a registered Financial Services Provider (FSP: 49153).

Finance services

  • Estate planning

    We understand that having to think about your mortality and getting all your financial affairs in order can take an emotional toll. We’ll take that burden off your shoulders and ensure that you have a sound estate planning strategy. Read More

  • Investment Management

    We are independent investment advisors and can, therefore, compare multiple investment products to match your needs with no conflict of interest. Our services include but are not limited to retirement annuities; preservation funds, tax-free savings accounts and offshore investments. Read More

  • Retirement Planning

    Retirement should be a time for you to relax and reap the rewards of all the hard work that you’ve invested in yourself. Our experts will provide advice about how to set-up and structure your finances so that you can retire comfortably. Read More

  • Budget Planning

    Our team of independent financial advisors are right here to help create a budget tailored to suit your needs. We will assess your current financial circumstances meticulously, provide objective, practical advice, and education on how to cut your expenses. Read More

  • Life Insurance

    The purpose of having life insurance is to cover you against financial risks that may occur. Our financial experts will take the time to understand your life circumstances fully, compare the available products in the market and recommend the most beneficial product for you. Read More

  • Medical Aid

    The benefits of having medical aid include having access to private hospitals, and many other healthcare needs are covered such as surgery, nursing and medication. Our team of medical aid specialists will explain all the medical aid jargon associated with your plan to you. Read More

  • Employee Benefits

    We assist you in the planning, analysis and review of employee benefits. We don’t have an affiliation to any specific product provider and this enables us to give the best possible advice. Our offering includes, but is not limited to, annual reviews, claims, enquiries and consultancy.

We offer a free discovery meeting.

We offer a free discovery meeting with no obligation; this enables us to determine the most effective strategy to boost your financial portfolio.

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Pretoria South Africa

Selati Park, Suite 2
36 Selati Street
Alphen Park
Pretoria 0081

Cape Town South Africa

50 Long Street
Western Cape
Cape Town
8000

Lisbon Portugal

Rua Santo Amaro 148
First Floor
Alcantara
Lisbon 1300-516