Invest in the Future.
The Future Is Now.
At Afken Advisory Services, we believe financial planning is about more than products and pie charts. With over 40 years of experience and R2.5 billion in funds under management, we build personalised, holistic plans for individuals, families and businesses across South Africa.
Over 40 years assisting South African families and businesses protect, grow and transfer their wealth.
Comprehensive solutions for every stage
of your financial journey.
No matter what stage of life you have reached, the best step you can take for your financial future is to consult a specialist.
A short call with an advisor will tell you exactly which of these you need first.
Book a ConsultationOur 6-step approach to your personalised financial plan.
Define the Relationship
We establish and define a professional relationship with you as an individual — understanding your expectations and how we will work together.
Gather & Goal-Set
We gather your financial information and set your unique individual financial planning goals — your dreams, your timeline, your priorities.
Analyse & Evaluate
We analyse and evaluate your current financial position, identifying gaps, shortfalls and opportunities specific to your situation.
Personalised Recommendations
We make personalised financial planning recommendations tailored to you — not a generic product list, but a plan built around your life.
Implementation
We implement the recommendations, handling the paperwork and coordination with providers so the plan moves from document to action.
Monitor & Adjust
We monitor your unique portfolio and make annual adjustments — because life changes, markets shift, and your plan must keep pace.
"Afken didn't just sell us a policy — they restructured how our family thinks about money, three generations at a time."
Thinking, not just transactions.
Practical reading on the decisions that shape long-term wealth.
Speak to an advisor today.
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