MC&A Financial Planning Specialists is an independent financial planning services business based in Westville, KZN.
What we offer - under one roof: 1. Investment Planning & Portfolio Management 2. Personal Estate Planning (incorporating Risk Insurance) 3. Retirement Planning (including Pre & Post Retirement assessments) 4. Business Assurances (Buy & Sell agreements, KPI insurance, Contingent liability insurance) 5. Life, Disability, Severe Illness and Income protection cover.
Being an independent financial planning organisation, our focus is to provide a higher standard of one-on-one personal service by the individual members, complemented by objective, and independent advice that is easy to understand, provides realistic solutions to your needs (as expressed), priorities (as identified) plus budgets (as calculated).
We are suitably qualified financial planners and Chartered Accountants with many years of experience under our belts; we are appropriately positioned to advise on a wide range of bespoke insurance and investment services for individual and corporate clients, with your best interests & your success being top of mind.