At HoneyGuide Financial Services, TRUST & INTEGRITY are in our DNA
Investment Planning
Finding the right investment vehicle, endowment, tax-free savings, unit trust and share portfolios to suit your objective. Managing the risk associated with investing through asset allocation allows you to reach your objectives.
Offshore Investment
Risk Planning
Death and Disability have a way of disturbing the source of income therefore affecting you and your loved one’s lifestyle.
Will & Estate Planning
The distribution of your assets upon death could either be a well-orchestrated process (less painful) or a disaster leaving your family destitute.
Most individuals are unaware of fees and expenses (executor fees, donations tax, estate duty) associated with liquidating an estate.
Let us assist in avoiding or providing or even reducing these unforeseen expenses.
Car, Home & Business Insurance
Theft and natural disasters (fire, heavy storms) could leave you unable to generate an income but still have to pay debts associated with the purchase of these assets. We can significantly reduce the risks associated with this loss.
Healthcare Services
Medical aid such as day-to-day or hospital cover is the basic protection you can put in place for yourself and your loved ones. With so many choices available in the market we will assist you in choosing the correct cover.
Tax Planning
Creating wealth has its own problem which if uncatered for could lead to destruction.
Tax avoidance – not tax evasion which is an illegal action that could significantly reduce the tax bill.
About HoneyGuide
HoneyGuide Financial Planning is an independent financial advisory and services firm offering impartial and objective financial advice to its clients. Set up in 2016 in Durban CBD, financial advisors offer professional financial planning solutions that help individuals and business owners achieve their financial goals. We believe that our personalised and independent approach is what sets us apart from our competitors.
We are governed by the Financial Advisory and Intermediary Services Act (FAIS Act) 2002 (Act No. 37 of 2002) which came into effect on 30 September 2004. The objective of the legislation is to ensure that financial services are rendered by financial advisors in a professional and responsible manner. This means that our clients are protected against unscrupulous selling of financial products and inappropriate advice.
Our efficient service and high standards are based on a vision for excellence in financial planning.
Established in
2016
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We work with very prestigious service providers
