HOLISTIC

financial planning

My role as a Wealth Manager is to build a relationship with you, to enable me to gain a better understanding of your needs, dreams and aspirations. This will enable me to better assist you in managing your financial assets and growing your portfolio through the establishment of long term partnerships. It will also allow for the engagement of our differentiated business units to provide specialist advice in certain cases.

As a member of the Financial Planning Institute I aspire to provide advice that is current, ethical and designed around your specific needs.

Tom Bloy

Certified Financial Planner®

Fehnaz Khan

Practice Manager & Personal Assistant

Jean Sclanders

Personal Assistant

Leigh Morrison

Paraplanner

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

RECOMMENDED BY

hear it from our clients

Tom has displayed the highest level of professionalism, competence and integrity in dealing with all aspects of my financial management planning. In my experience, he stands apart from most others in the industry, for his passion, commitment and in-depth knowledge of all aspects of financial planning.

Nishee Seegobin

Senior Legal Advisor KZN Dept Agriculture and Rural Development

I have worked with Tom both personally and professionally over the past 6 years and have found his advice to be sound and beneficial from inception. I would certainly recommend Tom to assist you with all your wealth management, legacy and planning. Tom and his team are efficient and deliver timeously.

Shahista Gafoor

Owner at Senses Day Spa

Tom has been my financial adviser for over 5 years, through a number of changes in personal circumstances and career moves. I have always found him to be professional and thorough in providing me with alternatives, and providing motivation for any changes he recommends to my portfolio. He has offered services above pure financial planning, and is constantly on the lookout for products and innovations that may be suitable or practical for me to consider. I highly recommend Tom for anyone looking to enhance the financial planning and wealth management side of their life

Liz Botha

Finance & Admin Manager at JHI Properties (Pty) Ltd / Cushman & Wakefield Excellerate

I have worked with Tom both professionally and personally during the past 6 years and have found his advice to be sound and beneficial from inception. I would certainly recommend Tom to assist and advise you with all your wealth management, legacy and planning. Tom and his team are efficient and always deliver timeously.

Hayley Pillay

Attorney, Conveyancer, Administrator of Deceased Estates,Trusts and Estate Planning at Tomlinson Mnguni James Attorneys

Financial Advice that is tailored
to you and your choices.

CONTACT ME

let's get in touch!

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