d1About RFS
Honest, technically sound advice. That is the whole idea.
RFS was formed in 2010 to serve local and international clients with wealth creation and wealth protection strategies, delivered by qualified staff.
01Why we exist
We often inherit clients who were misadvised, or who hold products they do not understand, wrapped in layers of unnecessary charges.
Our aim is simple: correct advice. That means empowering you to understand what you own, full disclosure of what it costs, and putting your interests first in every recommendation.
02The family name
A name on the door means something.
Raad is a family name. It stands for integrity and for the idea of a trusted family adviser: someone you can return to for years, through each stage of life, who knows your history.
03Values
Four values, held steady.
- Integrity
- Advice we would give our own family, with nothing hidden.
- Strength
- Plans built to hold up when life does not go to plan.
- Honour
- Doing what we said we would, and saying so in writing.
- Stability
- A long-term relationship, reviewed as your life changes.
04Qualified advice
Every piece of advice is approved by a qualified professional.
Each adviser at RFS holds a four-year business degree, or is a CFP® professional, or works under supervision towards achieving that status.
Meet the people behind the practice:
- CFP®professional
- Dip.FinUniversity of the Free State
- FPImember
- NAMFISAregistered intermediary: 10/LB/171 and SB/1094
- NIBAmember
- 2010founded
NAMFISA-registered intermediary: 10/LB/171 (long-term insurance broker) and SB/1094 (short-term insurance broker).
Your next move