• 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, Salomé Nel, 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 complimentary first consultation 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, Salomé, 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, Salomé, Gavin and Justin understand the holistic picture of your journey
Insurance
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.
Retirement
Will you be ready for retirement? We will be fully transparent! How much is enough?
Advice
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

FEMALE FOCUSED FINANCIAL PLANNER

I have a passion to work with all ladies, either married or single, young or with more maturity.

If you have questions regarding your finances, savings, retirement or any other financial matters and do not know who or where to ask for help, you have reached the right person.

Learn more about Salomé and what she can offer you.

Gavin Lewin

FINANCIAL PLANNER FOR PROFESSIONALS

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

PASSIONATE INDEPENDENT FINANCIAL PLANNER AND MONEY COACH

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

FINANCIAL PLANNER FOR PROFESSIONALS

“Independent Financial advisor who is 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
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Talk to us

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

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