About Us at Riley Financial Solutions - Financial Planner in Edenvale
Riley Financial Solutions, a Financial Planner in Edenvale, has a team dedicated to service excellence and provides individualized attention to their clients. We believe in open communication and a dynamic approach to problem solving. Through our customer relationship management system we are able to keep in touch with our clients at both an individual and corporate level.
Zoe Riley – Certified Financial Planner and Key Individual
- Top New Achiever for Discovery Health Marketing 1997
- Seal consultant at Discovery Health (2003/2004)
- STAR award recipient - internal award for Discovery staff
- Discovery - Top Corporate Business Consultant at Discovery Health (2004)
- Recognised as a Discovery Health Gold Prestige broker annually
- Achieved distinctions in the Regulatory Exams for Key Individual and Representative
- Former committee member on FPI Healthcare Committee (2014-2017)
Zoe Riley is a qualified financial planner with 21 years’ experience in the healthcare environment. Her strength lies in her ability to sell the full suite of products and being able to offer services to both individual and corporate clients.Zoe Riley is a committed, self-driven, goal orientated and ethical person that continually strives to make a difference to people by offering her unique skills that enables them to understand and make sound financial decisions particularly regarding the Discovery product range and navigate the financial planning environment.
Zoe Riley is an accredited healthcare broker and certified financial planner with an Advanced Postgraduate Diploma in Financial Planning. She started Tailored Financial Solutions in 2010 which later became Riley Financial Solutions (Pty) Ltd.
“I am a CFP professional and a member of the FPI. I obtained my CFP designation in 2011 after I successfully completed the CFP exam. I am passionate about promoting and protecting the coveted CFP mark and hope other CFP practitioners are too.
I am passionate about parkruns, travel and our Labrador, Bella.”
Education:- Advanced Post Graduate Diploma in Financial Planning Health Benefits (2002) - University of the Free State
- Post Graduate Diploma in Financial Planning (2001) - University of the Free State
- BComm degree (2001) - UNISA
- National Diploma in Human Resource Management (1995) Wits Technikon
Previous Employment History:Key Individual and Financial Planner at Wilson Healthcare Consuting
Executive Business Consultant - Discovery Health
Certified Financial Planner with the FPI
Owner and founder of Riley Financial Solutions
Senior Marketing Associate
I cannot explain the relief of how much you’ve helped me with sorting out this stuff – I really had no idea how these things work and you’ve been wonderful. Kate - May 2019
Good morning Zoe, Tina. I just want to take 2 minutes, to thank You for what You have done for our company. Our staff members have started to make use of the medical aid, and we have only had positive and pleasant feedback. There is no better feeling than to know we are looking after our most valuable assets, the people who build our tomorrow together!! George - May 2019
Dear Belinda,You have assisted us so well during this difficult period with my wife's illness!
We both thank you very much for all your help!
Arnold - July 2016
Hi there Belinda. What more can I say but thank you from the bottom of my and her heart.
Anita - March 2017
You have both been such “SUPER STARS” in all your assistance with Eben le Roux and myself.
It is so wonderful to know that we have People like yourselves to assist us with any query or problem that we have and you sort it out so promptly and efficiently.
Lidia - 15 March 2017
Dear Tina, I want to take the time to say a very big thank you to you for your assistance in speeding up the application process with Discovery Health. Your consistent professionalism and helpful attitude was appreciated and because of you and your support during this process, I will happily recommend this organisation to future applicants both for medical and insurance purposes. I do hope that your senior management recognises this compliment as proof that you are a star employee. I trust that you will still have many years with the company. Danielle - 9 November 2016