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.

Founded in

United States