Certified Financial Planner in Johannesburg –
Financial Planning for Individuals and Corporate Clients
Riley Financial Solutions (Pty Ltd) is an independent financial planning practice based in Johannesburg. The company was established in 2010 originally as Tailored Financial Solutions.
The brokerage is managed and owned by Zoe Riley, who is a certified financial planner with 22 years’ experience in the financial services industry.
We pride ourselves in assisting clients in making the correct financial decision and ensuring that any policy is reviewed annually. Riley Financial Solutions (Pty) Ltd is an authorized financial provider registered with the Financial Services Board and the Council of Medical Schemes.
Riley Financial Solutions is authorised and accredited to market and offer financial advice on the following products:
- Healthcare and Gap cover
- Short Term personal lines
- Wellness programs
- Life Insurance
- Investments and Retirement Planning
- Group benefits – Pension, Provident Funds, Retirement Annuity
Riley Financial Solutions (Pty) Ltd holds contracts with Discovery, Momentum, Liberty, Bonitas, Allan Gray and Compass/ Health and Accident
Council Of Medical Schemes Accreditation as a Healthcare Organisation – ORG4184
Council Of Medical Schemes Accreditation as a Healthcare Broker – BR554
FSP licence number – 45268 Authorised Financial Services Provider
Member of the Financial Planning Institute and Certified Financial Planner