About Us
1.618 Financial Services is an independant Financial Services Company (FSP No. 39927) consisting of independent Financial Planners who are highly qualified to provide a financial solution to individual clients and companies. This solution may consist of any of the Insurance, Investment and Health Care products that 1.618 Financial Services is registered to sell. We are contracted with all major players in the Insurance, Investment and Health Care arena enabling us to give appropriate, tailor-made advice to our client.
Mission
To provide our valued clients with the perfect holistic financial solution.
Vision
To become a market differentiator by adding invaluable benefits to our client’s lives. More than that however, we want to educate our clients by empowering them with knowledge which will enable us to grow wealth together.
Values
- Optimism
- Business Astuteness and Prudence
- Great People
- Liberating the Best in our People and Clients
- Integrity and Honesty
- Unparalleled Customer Service
