HOLISTIC

financial planning

We are given many things in life for free. They're the things that we often take for granted – but they're crucial to living life.

One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

Being new to making our own adult choices, we often work inside of the obligations placed on us - which essentially limits that freedom of choice. Changing this mindset means that we need to ask different questions; questions that will bear the marks of our individuality. This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

Vinesh Singh

Director | Principal Advisor

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.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

Hi Vinesh,

I just wanted to update you with regards to the Preservation Fund Payment. Payment was received and all is in order.

This would not have happened without your perseverance and advice with regards to my fund.

You were always a phone call away and answered all my questions to put me at ease as to what would be the best outcome. I once again want to thank you for being patient with me. I have and would never hesitate to recommend you to my friends and family.

Tusneem Rayman

Business Owner

Vinesh has been assisting me with my financial matters for about 8 years. In that time I have found him to be a person of integrity and high professionalism who is always willing to assist. I can attest to him going the extra mile to always deliver the best for his client.

Dr. Ash Naidoo

and Kirthi Naidoo

OUR LATEST BLOGS

adding context to your choices

How will your assets be distributed?

Estate planning is a vital process that involves preparing for the transfer of a person’s assets and responsibilities after their death. While the fundamental principles of estate planning are...

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Fostering healthier relationships through intentional conversations

“How will they react?” “Will this ruin our relationship?” We all have thoughts like this when we are faced with the inevitability of a tough conversation. The scary uncertainty...

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Financial planning mistakes to avoid

Financial planning is a lot like setting out on a journey—it requires foresight, preparation, and smart decision-making. However, amidst the hustle of daily life, it’s easy to veer off...

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One step at a time: The importance of direction in personal growth

We’ve all heard the saying, “One step at a time.” It’s a simple yet powerful reminder that progress, no matter how small, is still progress. However, there’s an important...

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Retirement and your healthcare needs

When most people think about retirement planning, they focus on saving enough money to maintain their lifestyle and pursue their dreams. However, there’s one critical expense that often gets...

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The No-Complaints Diet: Awareness and Acceptance

In a world filled with challenges and imperfections, it’s easy to fall into the trap of complaining. We complain about our jobs, our relationships, our finances, and countless other...

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Financial Advice that is tailored
to you and your choices.

CONTACT US

Vinesh Singh

EMAIL: vinesh@kshatriya.co.za
MOBILE: +27 (0) 83 556 2411

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