WHO WE ARE
Independent, Needs-Based Financial Planning
Kevlar Financial Services is an Independent Brokerage which has been in practice since 1999.
We are fortunate to be able to offer the services of three in-house CERTIFIED FINANCIAL PLANNERŪ professionals, who amongst them have over forty years Investment & Assurance experience.
We adhere to the Financial Planning Institute's six-step Financial Planning Process to fully understand our clients and their needs, to ensure that the best possible plan is put together to take care of all their financial and insurance needs.
We prefer to suggest products which do not carry expensive fees and penalties, and we spend a large portion of our time analyzing investment portfolios so that we can accurately match the various funds to our clients' risk profiles & investment time horizons.
We deal with all the major insurance companies, and offer solutions for Life Assurance, Employee Benefits, Retirement & Estate Planning, Local & Offshore Investments, Medical Aid, Wills & Deceased Estates.