SS Financial is an authorized financial services provider based in South Africa that positions itself as a "Personal CFO" for its clients. The company focuses on building long-term relationships to help clients achieve their financial goals through comprehensive financial planning. Its core services include investment management, risk planning (insurance), retirement planning, and estate planning. The "powered by Nexa" branding indicates its affiliation with the Nexa-branded network of independent financial advisors, leveraging their collective expertise and resources.

Founded in

United States