Company Information

Get to know master plan financial solutions

Master Plan Financial Solutions is a boutique wealth management business based in South Africa. The company focuses on "lifestyle financial planning," which involves creating tailored financial strategies to help clients achieve their personal and financial goals. Their services encompass investment planning, retirement planning, risk planning, and estate planning. The firm is an authorized Financial Services Provider (FSP 44969) regulated by the South African Financial Sector Conduct Authority (FSCA), emphasizing a client-centric approach built on integrity and professional expertise.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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master plan financial solutions

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.