FSCA Regulated · CFP® Verified · FPI Partner Platform

South Africa's Premier
Financial Planning
Platform

Connect with FSCA-registered CFP® planners. Book online sessions, track your financial goals, and manage your plan — all in one place.

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📍
1,240+
Registered Planners
9
Provinces Covered
CFP® / RFP™
Verified Credentials
FSCA
Fully Regulated
R155/mo
Member Access
🛡️FSCA Regulated — FAIS Act No. 37 of 2002
🎓FPI Certified — CFP®, RFP™, CFA verified
💻Live Online Sessions — Video, audio & chat
📅Calendar Integration — Google & Outlook sync
🆓30-Day Free Trial — No credit card required
Membership Plans

Simple, Transparent Pricing

Start with a 30-day free trial — no credit card needed. Then just R155/month for full member access. Cancel anytime.

Client — Free
R 0 /month
✓ Forever free for clients
  • ✓ Browse all planner profiles
  • ✓ Send inquiries to planners
  • ✓ View your plan progress
  • ✓ Track your action steps
  • ✗ Online video sessions
  • ✗ Client workspace portal
  • ✗ Calendar integration
⭐ MOST POPULAR
Planner Member
R 155 /month
🆓 30-day free trial included
  • ✓ Full verified profile listing
  • ✓ Unlimited online video sessions
  • ✓ Private client workspace
  • ✓ Google & Outlook calendar API
  • ✓ Client inquiry management
  • ✓ Plan progress tracking tools
  • ✓ Financial goal evaluation tools
  • ✓ Client action step tracking
  • ✓ Branded client portal link
Featured Planner
R 490 /month
🆓 30-day free trial included
  • ✓ Everything in Member plan
  • ✓ Priority top placement in search
  • ✓ "Featured" badge on profile
  • ✓ Analytics dashboard
  • ✓ Enquiry conversion tracking
  • ✓ Custom profile URL
  • ✓ Priority support
Member Benefits

Your Complete Planning Workspace

Everything a professional financial planner needs — in one powerful, beautifully designed platform.

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Calendar API Integration
Sync your private Google Calendar or Microsoft Outlook. Clients book sessions directly into your real-time availability — no back-and-forth scheduling.
Google · Outlook · iCal
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Live Online Sessions
Conduct fully encrypted, HD video consultations directly in the platform. Screen share, take notes, and send follow-ups — all without leaving the app.
HD Video · Screen Share · Chat
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Goal & Progress Tracking
Create personalised financial plans with measurable goals. Track milestones, update progress, and share real-time plan status with each client.
Visual Dashboards · Reports
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Action Step Management
Assign clear action steps to clients. Both you and your client can see, update, and tick off completed steps with timestamps and notes.
Tasks · Checklists · Deadlines
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Client Inquiry Hub
All client inquiries arrive in one organised inbox. Respond, tag, follow up, and convert prospects to clients without ever missing a message.
Inbox · Tags · Follow-ups
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Branded Client Portal
Give each client their own secure portal URL where they can view their plan, send inquiries, track progress, and book sessions with you.
Client Portal · Secure · Branded
📹 Live Session — Retirement Planning
LIVE
🧑‍💼
TM
Thabo Mokoena (Planner)
KM
Kagiso (Client)
💡 Session Note: Review RA contribution limits for 2025/26 tax year. Compare living annuity vs guaranteed annuity options.
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🖥️
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Online Consultations

Meet Your Planner
Face-to-Face, Online

No more driving across town. Conduct professional financial planning sessions from anywhere in South Africa — or the world — with full HD video, screen sharing, and secure document exchange.

Every session is recorded, encrypted, and stored securely in your client workspace for future reference.

  • 🎥 HD video & audio — crystal-clear consultations
  • 🖥️ Screen sharing — review documents & spreadsheets together
  • 📝 In-session notes — saved automatically to client file
  • 📅 Google & Outlook booking — clients self-book in your calendar
  • 🔒 End-to-end encrypted — POPIA compliant & secure
  • 📱 Works on desktop, tablet & mobile — no app download needed
Client Portal

Everything Your Clients Need
In One Place

Your clients get a private, branded portal to track their plan, view progress, book sessions, and stay on top of their financial journey.

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Financial Goal Progress

Clients see their plan milestones updated in real time.

Emergency Fund78%
Retirement Savings45%
Investment Portfolio62%
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Action Steps

Clients tick off their assigned financial tasks step by step.

✓
Open a tax-free savings account (TFSA)
✓
Increase RA contribution to 15%
→
Review life cover with employer
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Draft a will with your attorney
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Client Inquiries

All messages managed in your planner inbox — never miss a lead.

Naledi Dlamini10 min ago
Hi, I'd like to discuss my retirement annuity options for this tax year...
New
Sipho Khumalo2 hrs ago
Can we move my next session to Friday afternoon?
Replied
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Today's Schedule

Synced with Google & Outlook — clients book directly into your calendar.

09:00
Thandi Nkosi
Retirement Planning Session · 60 min
11:30
Johan van der Merwe
Estate Planning Review · 45 min
14:00
Priya Naidoo
Tax Planning Consultation · 60 min
Planner Directory

Find Your Financial Planner

All planners are FSCA-registered and credential-verified.

Specialty

Province

Availability

Credentials

TM
⭐ Featured ● Online FSCA
★★★★★ 4.9 (87)
Thabo Mokoena
CFP® · Certified Financial Planner · 14 years exp.
📍 Sandton, Gauteng · Online nationwide
Specialist in retirement planning, living annuities and RA optimisation for mid-career professionals. Former Standard Bank Wealth advisor.
Retirement Tax Planning Investment Estate
From R1,800/session · Free intro call
SN
● Online FSCA
★★★★★ 4.8 (54)
Sinazo Ntuli
CFP® · RFP™ · 9 years exp.
📍 Cape Town, Western Cape · Online nationwide
Women in finance specialist — helping female entrepreneurs and professionals build generational wealth through smart tax and investment strategies.
Investment Business Finance Tax Planning
From R1,500/session · Free intro call
JV
● Online FSCA
★★★★☆ 4.7 (41)
Johan van der Merwe
CFP® · CFA · 18 years exp.
📍 Pretoria, Gauteng · In-person & online
Estate planning and trust specialist. Expert in cross-border wealth, offshore investments and legacy planning for high-net-worth families.
Estate Planning Offshore Trusts Retirement
From R2,200/session
Browse by Specialty

What Do You Need Help With?

Our verified planners cover every area of personal and business financial planning.

🏖️
Retirement Planning
342 planners
🧾
Tax Planning
289 planners
📜
Estate & Wills
198 planners
📈
Investment Advice
421 planners
🏢
Business Finance
156 planners
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Insurance
267 planners
🏠
Property Finance
134 planners
🎓
Education Planning
88 planners
💳
Debt Management
112 planners
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Offshore & Emigration
76 planners
How It Works

Get Started in 4 Simple Steps

Whether you're a client looking for a planner, or a planner ready to grow your practice — we've made it simple.

1
Create Your Account
Sign up free in under 2 minutes. No credit card required. Start your 30-day trial instantly.
2
Browse & Match
Search verified planners by specialty, province, and fee. Read profiles, credentials, and reviews.
3
Book a Session
Choose a time slot directly from your planner's live calendar. Confirm with one click — no back-and-forth.
4
Build Your Plan
Track goals, complete action steps, and manage your financial future — all inside your private portal.
What People Say

Trusted Across South Africa

"
★★★★★
Finding a verified CFP® planner used to take weeks of referrals and cold calls. I found Thabo on Financial Planning Today, booked a session the same day, and now have a clear retirement plan for the first time in my life.
KM
Kagiso Molefe
Marketing Manager · Johannesburg
"
★★★★★
As a CFP® who runs my own practice, this platform has transformed how I manage clients. The calendar integration saves me hours a week, and the client portal gives every client a professional experience.
SN
Sinazo Ntuli CFP®
Independent Financial Planner · Cape Town
"
★★★★★
I was nervous about online sessions but the video quality was excellent and I could share my documents securely. My planner walked me through my estate plan step by step. Highly recommend.
PN
Priya Naidoo
Business Owner · Durban

Are You a Financial Planner?

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TM

Thabo Mokoena

CFP® · Certified Financial Planner · 14 years exp.
📍 Sandton, Gauteng · Online nationwide
⭐ Featured ● Available Online FSCA Registered

About

Thabo Mokoena is a Certified Financial Planner® with 14 years of experience specialising in retirement planning, tax optimisation, and investment strategies for mid-career South African professionals. Previously a Senior Wealth Advisor at Standard Bank Private Banking, he launched his independent practice in 2018.

Specialties

Retirement Planning Tax Planning Investment Advice Estate Planning RA Optimisation

Session Fees

Initial consultation (60 min): R1,800 · Follow-up session (45 min): R1,400 · Free 15-min intro call available.

Send an Inquiry

Send a message to Thabo Mokoena CFP®. He typically responds within 2 hours.