• 011 568 1338
  • hello@richideas.co.za
  • Rich Ideas Group is an authorised financial services provider #50569

Get started on your money journey with Rich Ideas Group

Managing your money is so often an overwhelming, time-consuming, and downright scary thing. Terence Tobin, Gavin Lewin and Justin Alexander, of Rich Ideas Group, are here to help you on your journey.

We are a team of passionation financial professionals, who specialise in financial planning and advice. We offer a first consultation; without obligation, so you can ask any questions on your mind and for us to understand who you are and what is important to YOU!

Your finances deserve a great plan

Sometimes you feel pressured into making decisions that will impact your financial well-being with limited amounts of knowledge, and complicated jargon-filled documents that are nearly impossible to understand.


At Rich Ideas Group, we feel it is essential to cut through all of that complexity by focusing on you and your unique needs.


We also believe that if you do not understand something, then we must unpack it with you in such a way where you fully understand what solution is on offer. We want to make sure that the products we have on offer actually meet your needs and are never simply sold to you to make a profit.

Terence, Gavin and Justin understand that people are different. We also realize that the big picture is vital in moving you forward on your journey. 

This is why we focus on all aspects of your financial journey – not just policies and products. 

We look at your financial world as a whole, and get everything to work together as a whole. 

What we can do

Terence, Gavin and Justin understand the holistic picture of your journey
Are you correctly insured? Will your premiums get more and more expensive every year?
Living Cover
Life, dread disease, disability and income protection cover. Let's review your needs.
Will you be ready for retirement? We will be fully transparent! How much is enough?
Get financial advice to meet your needs. Everyone is unique, advice should be unique too.
Will & Estate Planning
Helping you to draft your will and legacy plan. Don't leave it to chance.
Tax and Accounting
We have partnered with passionate professionals who can help you.

Salomé Nel


Salomé is passionate about helping others shine.  Her commitment to her work, dedication to her colleagues and clients as well as her ability to keep her thumb on all that is happening at Rich Ideas; is why everyone that works with her, absolutely loves her.

Gavin Lewin


Having been in the financial services industry for 31 years now, I’ve have literally heard and seen it all. So, whether you’re fully in control of your financial life or your financial life is so chaotic that you don’t know where to turn to, I can help you make sense of it all. If it’s a no-nonsense, transparent and long-term financial planning partner you are looking for, you’ve come to the right place.

Terence Tobin



Who are you? What do you think about? What is your relationship to money? These and many more questions, have a huge impact on you and your family reaching your financial goals. Telling you what to think and what to do, is not my business. Rather it is to work alongside you, so that reaching your goals is as easy as possible.

Justin Alexander


Dedication to my clients financial planning and providing advice, ensuring I am always well prepared and committed to provide effective, comprehensive financial planning with attention to detail, and the ability to structure personalized portfolios according to clients needs.

Professional Financial Planners - Financial Planning First, Not Policy Sales
  • Rich Ideas Podcast

    Rich Ideas Financial Planners and Advisors host this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind.

    Our aim is to have the podcast recordings to be under 10 minutes, for a quick lesson.

    Search for us on Google Podcasts, Apple Podcasts, Spotify and Iono.

Talk to us

Get in contact with us, send an email to hello@richideas.co.za or give us a call 011 568 1338 

Please include your name and contact number.