Managing your money is so often an overwhelming, time-consuming, and downright scary thing. Terence Tobin, Salomé Nel, Gavin Lewin, Philip van der Merwe and Justin Alexander, of Rich Ideas Group, are here to help you on your journey.
We are a team of passionate 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!
Do 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, 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, Philip and Justin understand that every single persion is 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.
OPERATIONS MANAGER AND FINANCIAL PLANNER
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.
Cayleigh, is organised and detail orientated, she is the office go-to, for all your admin-related queries and requests. She is always happy to take your calls with the kind of smile you can hear. If you’re unsure of what you need, she will guide you through our services as a start to your financial journey with the Rich Ideas Group.
Cheryl has been the assistant to Gavin Lewin since May 2021 and more recently, to Philip van der Merwe as well. She is an independent Virtual Assistant and offers administrative support through her company, Cheryl Williams Virtual Assistant.
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.
FAMILY FOCUSED FINANCIAL PLANNER AND
RICH IDEAS GROUP FOUNDER
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.
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.
Working with dads, between 30 to 40 years of age is where I do my best work.
As a dad myself, I know the transitions you are going through. Having someone to discuss family, kids, financial future and concerns on the journey that lie ahead.
So, by “being in his shoes” I understand what he is going through and therefore I will be better able to help him achieve his financial goals and ease his concerns.
The Financial Advisors and Planners at Rich Ideas, are fee based. This means we focus on you and not product providers.
Much the same as other professional practitioners we charge a professional fee based on the time and effort we spend in preparing opinions, proposals and research.
We unfortunately cannot merely prepare proposals with detailed solutions and recommendations without compensation. We believe that our solutions and recommendations stand apart from products that can be used to meet the planning requirements and must be remunerated as such.
This also prevents the bias to recommend solutions which are tailored to sell products and keeps us focused on you.