PROFESSIONAL FINANCIAL ADVISER

As a Discovery Financial Consultant, I uphold the highest standards of professionalism, integrity and honesty, while providing sound, responsible financial advice to my clients and in line with the relevant statutory bodies, regulatory and compliance requirements. I also adhere to Discovery’s values of excellence and best practice.

Visit my facebook page

Avi Kay - Certified Financial Planner

I offer the following services:
•Retirement planning
•Healthcare
•Short-term insurance
•Risk and Estate planning
•Investment planning

OPENING HOURS

Flexible trading hours for appointments:
Mon - Fri and Sunday
Saturday: Closed

Office support:
Mon - Thurs: 7:30 - 15:30
Fri: 7:30 - 14:00
Sat - Sun: Closed

WHY CHOOSE A DISCOVERY FINANCIAL ADVISER?

A reliable and tailor-made financial plan or solution, integrated with active engagement in Discovery’s Vitality programme, produces positive financial results that are astounding in every case. In addition to better health, you also get the best benefits (and the most benefit per unit of premium) in the industry that are powered by Discovery’s unique integration model.

With the power of Discovery backing me and as a registered Certified Financial Planner, I am ideally positioned to provide expert professional advice to you.

What is a CERTIFIED FINANCIAL PLANNER Professional?

CFP is internationally recognised as the benchmark for professional advice. CFP Professionals are well qualified, extremely competent and follow the highest ethical standards. This means that you have peace of mind about the technical accuracy of the advice and the integrity that underpins it.

What is financial planning?

Financial planning is the process of structuring and arranging your financial resources to meet your life goals. These can be short-term goals like saving for a car, or long-term planning for retirement. Financial planning should give you financial certainty and clarity on your current and future financial wellbeing.

Benefits of financial planning

Having a detailed financial plan gives you a solid framework through which you can make prudent financial decisions in all spheres of your financial life. Like with most things in life, having and sticking to a plan allows you the best possible chance for success. In this instance, it means achieving your life goals and long-term financial security. Now that you know the value of financial planning, set up a meeting today.

PROFESSIONAL FINANCIAL ADVISER

Avi Kay - Certified Financial Planner

OPENING HOURS

WHY CHOOSE A DISCOVERY FINANCIAL ADVISER?

CFP is internationally recognised as the benchmark for professional advice. CFP Professionals are well qualified, extremely competent and follow the highest ethical standards. This means that you have peace of mind about the technical accuracy of the advice and the integrity that underpins it.

Subscribe Form