Welcome to Accolade Financial Planning Services

Accolade is a leading Financial Planning Practice in South Africa, based in Randburg in premises which we own. We strive to provide our clients with superior advice and financial products based on an assessment of their personal position, as well as to educate them on the importance of the protection and creation of wealth. Complicated concepts and products are explained in such a way that our clients are informed and educated allowing them to take advantage of available opportunities. We have invested in sophisticated IT systems which enable us to provide state of the art service to our clients. While the use of modern technology gives us an advantage, we subscribe to the principals of old fashioned integrity.

Accolade is registered with the Financial Services Board as a Financial Service Provider (Registration Number 15810) and with the Medical Schemes Council (Organisation 1362). We are also members of the Financial Intermediary Association and the principal is a member of the South African Institute of Chartered Accountants and we subscribe to the principles and ethics of each of these Professional Bodies.

We are accredited:

CMS AFPS 201701

FIA Membership

FIA Commitment

FSB AFPS 201410

FSB Regulatory Examination HK Key Individual

FSB Regulatory Examination HK Representative

Liberty HK 2014 Certificate

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