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

Effective management of personal and family finances hinges on specific steps and habits.

As an Independent Financial Practice, we offer tailored advice uniquely suited to your individual needs, goals, and concerns.

Our clients are integral to us, often sharing how our customized solutions bring them peace of mind and safeguard their lifestyles.


We believe your ability to earn income is your most valuable asset, shaping not only what we own but also our quality of life

 Recognizing the importance of life's choices, we provide ongoing service commitments to ensure your financial plan remains pertinent to your evolving needs, extending our dedication to your family's success.

It's crucial to remember that not making a decision is still a decision in itself.

Our Approach is by utilizing

Start building your personalized financial future today with our tailored Wealth Creation and Protection plans.

Feel free to Contact Us.

The methodology used for personalized financial planning and wealth management is comprehensive and client-focused. 


By meticulously assessing each client's financial situation, goals, risk tolerance, and other relevant factors, we craft strategies and recommendations that are precisely tailored to their requirements. This approach guarantees a customized Wealth Creation and Protection plan, designed not just to achieve financial goals but also to mitigate risks effectively.


Our holistic approach includes diverse elements such as investment strategies, asset allocation, retirement planning, insurance coverage, tax considerations, and estate planning. This integrated Asset Map evolves in tandem with each client's unique circumstances and long-term aspirations, ensuring their financial strategy remains aligned with their life goals.


Should you wish to delve deeper into any aspect of your financial plan, our commitment to clarity and understanding ensures personalized assistance that fosters confidence and peace of mind as you navigate your financial future?


Would you like to discuss investment planning, risk planning, estate planning, or any other aspect of financial management in greater detail?

Go to Asset-Map.

Investment planning

Strategically saving and investing funds—locally or internationally—plays a crucial role in wealth creation and financial security. 

Diversifying investments across shares, bonds, real estate, private equity and unit trusts helps mitigate risks and maximize returns, guided by factors like risk tolerance, investment goals, and time horizon.

 Prudent investment planning builds a financial cushion, ensuring resources are available to achieve long-term financial objectives and maintain a comfortable lifestyle.

Risk planning

Integral to protection planning, risk planning anticipates and prepares for potential challenges that could jeopardize financial stability. 


Addressing risks such as health emergencies, disability, premature death, or unexpected setbacks mitigates their impact, safeguarding your family's well-being. 


Effective risk planning provides peace of mind, ensuring you are prepared for life's uncertainties while focusing on building a lasting legacy.

Estate planning

More than drafting a will, estate planning safeguards wealth and ensures it is transferred according to your wishes. 


Tailored strategies minimize taxes, protect assets, and provide for loved ones, considering factors like family dynamics and business interests. 


Utilizing trusts, insurance products, and other tools optimizes outcomes, crafting a comprehensive plan that preserves wealth and offers security for the future.


Our Team

Meet our dedicated team committed to your financial well-being:

Marissa Grant

Office Manager

Leveraging her background in Science and Biotechnology and since 2008 she excels in managing our practice.

Certified with an NQF Level 5 Wealth Management Certificate.

Derick Grant, CFP®

Certified Financial Planner ®

Being assisting individual's and businesses since 2007.

With years of experience and an NQF Level 8 qualification in Financial Planning, specializes in tailoring services to meet clients' needs with expertise and trustworthiness.

Danielle Grant

Short  Term Specialist

Danielle Grant, joining us in 2019, brings extensive administrative experience and a passion for horticulture and design to her role, ensuring our service excellence in short-term planning.

We are dedicated to providing personalized financial solutions that empower you to achieve your goals and secure your financial future.

Argo FP

We found it to be a lot more cost effective to partner with the larger operation in order to Manage our compliance and professional indemnity cover.  An added advantage here is that we also get wholesale pricing on investments.  We chose Argo Investment Holdings (PTY) Ltd (Argo FP) as the company to partner with. Argo FP is a licensed financial service provider their number is 48728.  You can confirm their registration on the FSCA website.

The CERTIFIED FINANCIAL PLANNER® professional designation is internationally recognised as the standard for financial planning professionals which sets them apart. It gives you confidence that the financial planner you are dealing with is suitably qualified to give trusted advise to assist them with their varied financial planning needs. Consumers are assured that a CFP® professional remains up to date with developments in their profession to better serve the needs of their clients.