Certified Financial Planner in Johannesburg –

Financial Planning for Individuals and Corporate Clients

Riley Financial Solutions (Pty Ltd) is an independent financial planning practice based in Johannesburg. The company was established in 2010 originally as Tailored Financial Solutions.

The brokerage is managed and owned by Zoe Riley, who is a certified financial planner with 22 years’ experience in the financial services industry.

We pride ourselves in assisting clients in making the correct financial decision and ensuring that any policy is reviewed annually. Riley Financial Solutions (Pty) Ltd is an authorized financial provider registered with the Financial Services Board and the Council of Medical Schemes.

Riley Financial Solutions is authorised and accredited to market and offer financial advice on the following products:

  • Healthcare and Gap cover
  • Short Term personal lines
  • Wellness programs
  • Life Insurance
  • Investments and Retirement Planning
  • Group benefits – Pension, Provident Funds, Retirement Annuity

Riley Financial Solutions (Pty) Ltd holds contracts with Discovery, Momentum, Liberty, Bonitas, Allan Gray and Compass/ Health and Accident

Council Of Medical Schemes Accreditation as a Healthcare Organisation – ORG4184

Council Of Medical Schemes Accreditation as a Healthcare Broker – BR554

FSP licence number – 45268 Authorised Financial Services Provider

Member of the Financial Planning Institute and Certified Financial Planner

 

 

June 6, 2017

 

The Financial Planner Magazine Article

Great to see my article that I worked on with the FPI Healthcare Committee published in the Financial Planner magazine (Issue 43 1 of 2017). This article focused on how the Final Demarcation Regulation will affect healthcare brokers and their clients. The Regulations were published and then implemented from 1 April 2017 and they mainly affect gap cover policies. The article was co-authored by Anthea Towert and Marius de Jager. FPI Mag, issue 43 – Zoe Riley
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May 11, 2017

 

702 Small Business Awards

702 Small Business Award Nomination.

Riley Financial Solutions was nominated for the small business awards in 2013 by 702. Tailored Financial Solutions (TFS) is an independent brokerage wholly owned and run by Zoe Riley who has 16 years in the financial services industry. TFS prides itself in assisting clients in making the correct financial decision and following up with clients annually to review this solution. TFS is accredited with the Council for Medical Schemes and has a FAIS license approved with the Financial Services Board. All […]
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May 11, 2017

 

The Financial Planner Article

The Financial Planner Article

Healthcare Broker earning a maximum monthly commission of R80, what is expected of you? Financial planners advising clients on healthcare have many stakeholders with different requirements and expectations. This article serves to address what is expected of you from the various role players in return for the monthly commission payable. Regulators Healthcare brokers are regulated in terms of the provisions of Medi- cal Schemes Act 1998 and the Financial Advisory and Intermediary Services Act (FAIS) of 2002. These Acts require […]
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