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Derick Grant, CFP®
Derick Grant, CFP®
Independent Financial Advisor (IFA)

  • Tailored Life Solutions

    Welcome to our a family-orientated practice, proudly affiliated with Argo-FP (FSP number 48728). We focus on Life Planning, meticulously crafted to align with your unique goals, needs and concerns.
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Expert Advice You Can Trust

Life is not a rehearsal so we have to get things right, precious time is slipping away.  I tell you the truth about money using cash flow models like Asset-Map.
The truth about money is to see were you are heading financially, what you are trying to achieve and what needs to be done to achieve those things. By showing you how to get and keep the life you want.
I have three hats that I wear in this process:
Life Planner - Finding about you "your story", present and future.
Financial Planner - Work the numbers to achieve a solution for "your story".
Financial Adviser - Implementing the appropriate product that matches the solution for  "your story".

Wealth Creation and Protection

Wealth Creation

Wealth creation involves accumulating wealth over one's lifetime to provide for current, future, or distant future retirement income. This part of financial planning focuses on growing your assets through investments.


Goals could be any of the following but not limited to:
  • Saving for Retirement
  • Saving for Education
  • Saving for Emergencies
  • Saving for Holidays

Wealth Protection

Wealth protection involves safeguarding your biggest asset: your ability to earn an income and the transfer of wealth. This part of financial planning focuses on protecting your wealth from risks such as illness, disability, death, or loss of income.

Pension & Provident Funds

Assist employees in setting up employee befits for their staff. 


Pension Plans and/or Risk Benefits (Life Insurance,  Disability Coverage, etc.)


By addressing each of these areas thoughtfully, you can create a comprehensive benefits package that supports both your employees' financial security and their well-being during unexpected events. 

Referral Partners

The final part of Financial Planning includes making use of specialist referral partners to protect your wealth:

  • Wills and Trusts
  • Medical Aid
  • Short Term Insurance


    • Our Approach

    By understanding these two main parts of Financial Planning – Wealth Creation and Wealth Protection – clients can feel more confident about securing their financial future and making informed decisions about their wealth.