Welcome to Setimo FS
Securing Your Future Today
We offer affordable Financial Planning, Wealth Management, Estate Planning, Retirement Plans, Employee Benefits and Business Assurance Consultation.
Affiliate Partners
About Us
Delivering Financial Peace of Mind for Our Clients
At Setimo Financial Planners, everything starts with you. Your goals, your aspirations, and your peace of mind guide every recommendation we make. We provide professional financial planning solutions designed to help you build, protect, and sustain wealth at every stage of life.
Our approach is structured, transparent, and client-focused, ensuring that your financial plan is practical, achievable, and aligned with what truly matters to you.
Our Vision
To become one of biggest reliable and trusted financial practice in South Africa.
Our Mission
To provide the holistic financial planning that will address client specific financial needs. Build a value professional ever lasting relationship with our clients to in order to make our communication comfortable.
Our Value
Honesty, Integrity, Client First and Confidentiality.
How We Help You Achieve Financial Independence
Our financial planning services are designed to give you clarity, confidence, and control over your financial future. By combining structured advice, disciplined implementation, and ongoing review.
Our Services
Confidentiality, Trust, And Long-term Relationships
We believe financial planning is not about products, but about people. Our role is to listen, guide, and support you in making informed financial decisions that align with your life goals.
Finacial Planning
Wealth Management
Estate Planning
Retirement Planning
Pension Fund
Employee Benefits
Business Assurance
Acadrova by Number
Live as if you were to die tomorrow. Learn as if you were to live forever
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Freshman graduation rate
Avrg yrs to degree for freshmen
Undergrads from State
How We WORK
We help you make sound financial decisions that support sustainable financial independence.
Step 1: The Relationship
We begin by building a strong foundation for a trusted and transparent working relationship. During this phase, we meet with you to understand your expectations, agree on confidentiality, explain our value proposition, and outline how we deliver our services. mutually agreeing to proceed.
Step 2: Understanding You
This phase focuses on gaining a deep understanding of what truly matters to you. We take the time to listen to your goals, dreams, and aspirations, while establishing a clear picture of where you are today and where you would like to be in the future.
Step 3: The Analysis
We assess your current financial position in detail to ensure that your planning is based on accurate and complete information. During this phase, we confirm your financial requirements, gather all relevant facts and figures, and evaluate what is needed to move you closer to your desired outcomes.
Step 4: The Solutions
Based on our analysis, we develop practical and tailored solutions aligned with your needs and objectives. We consider suitable alternative strategies, assess the associated risks and costs, and present clear, understandable options for your consideration.
Step 5: Implementation
Once decisions have been made, we put your financial plan into action. We provide all necessary information to support informed decision-making, ensure you fully understand the risks and costs involved, and implement the solutions you have approved.
Step 6: The Review
Financial planning is an ongoing process that evolves with your life circumstances. During this phase, we regularly review your financial situation, assess whether your plan continues to support your goals, and make adjustments where necessary to keep it relevant and effective.
How We WORK
We help you make sound financial decisions that support sustainable financial independence.
Step 1: The Relationship
We begin by building a strong foundation for a trusted and transparent working relationship. During this phase, we meet with you to understand your expectations, agree on confidentiality, explain our value proposition, and outline how we deliver our services. mutually agreeing to proceed.
Step 2: Understanding You
This phase focuses on gaining a deep understanding of what truly matters to you. We take the time to listen to your goals, dreams, and aspirations, while establishing a clear picture of where you are today and where you would like to be in the future.
Step 3: The Analysis
We assess your current financial position in detail to ensure that your planning is based on accurate and complete information. During this phase, we confirm your financial requirements, gather all relevant facts and figures, and evaluate what is needed to move you closer to your desired outcomes.
Step 4: The Solutions
Based on our analysis, we develop practical and tailored solutions aligned with your needs and objectives. We consider suitable alternative strategies, assess the associated risks and costs, and present clear, understandable options for your consideration.
Step 5: Implementation
Once decisions have been made, we put your financial plan into action. We provide all necessary information to support informed decision-making, ensure you fully understand the risks and costs involved, and implement the solutions you have approved.
Step 6: The Review
Financial planning is an ongoing process that evolves with your life circumstances. During this phase, we regularly review your financial situation, assess whether your plan continues to support your goals, and make adjustments where necessary to keep it relevant and effective.
A High Achieving Multicultural Community For Learning
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Your journey to financial confidence starts here.
Through regular engagement, we proactively act as your financial conscience, help you manage changing financial circumstances, and ensure that your financial plan continues to work towards your long-term objectives.
Delivering Financial Peace of Mind for Our Clients.