Services
What We do
Personal Financial Planning
Financial planning is about more than managing money — it is about creating a clear roadmap for your future. At Resonance Financial Planning, we take the time to understand your financial position, priorities and aspirations, helping you create a strategy aligned with your short, medium and long-term goals.
Whether you are building wealth, preparing for retirement, funding your children’s education or protecting your family’s future, we provide personalised advice across investments, cash flow, risk, insurance, estate planning and wealth creation. We regularly review your plan as your circumstances evolve, ensuring your financial strategy remains aligned with your goals.
Corporate Financial Planning
Strategic financial planning helps businesses build a strong foundation for sustainable growth and long-term success.
At Resonance, we work with businesses of all sizes to develop tailored financial strategies that address their unique objectives, challenges and opportunities while helping to manage risk and protect the business, its people and its future.
Our approach covers areas such as business risk management, key-person protection, succession planning, employee benefits, corporate investments and cash management.
We provide practical, ongoing advice designed to strengthen your financial position, improve resilience, create opportunities for growth and help you confidently plan for the future.
Local & Offshore Investments
A well-structured investment portfolio can help you build, grow and preserve wealth. At Resonance Financial Planning, we develop personalised investment strategies based on your financial goals, risk tolerance, time horizon and long-term aspirations, whether your focus is growth, income, retirement or legacy planning.
Our local and offshore investment solutions provide access to opportunities in South Africa and global markets, helping you diversify and manage risk. Through disciplined, long-term investment strategies and regular portfolio reviews, we help you navigate changing market conditions while working towards lasting financial security.
Medical Aid & Gap Cover
Your health is one of your most valuable assets. We help individuals, families and businesses navigate medical aid and gap cover options to find solutions that suit their healthcare needs, lifestyle and budget.
Medical aid helps manage healthcare costs, while gap cover provides additional protection against potential shortfalls between medical scheme payments and healthcare provider charges. Our advice and ongoing reviews help ensure you have appropriate cover while protecting your financial future.
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Short-Term Insurance Personal & Commercial Lines
Life and business are filled with uncertainties, making it important to protect the assets you have worked hard to build. At Resonance, we provide tailored short-term insurance solutions for individuals, families and businesses, covering areas such as vehicles, homes, personal belongings and business assets.
We assess your unique risks and recommend appropriate cover to protect your financial wellbeing and business continuity. With ongoing policy reviews, risk assessments and claims assistance, we help ensure your insurance remains aligned with your changing needs and provides peace of mind when you need it most.
