Discover the benefits of holistic financial planning
Richard Ford
Registered Financial Adviser
Save to your home screen
For Android:
1. Launch "Chrome" app.
2. Open the website or web page you want to
pin to your home screen.
3. Tap the menu icon (3 dots in upper right-
hand corner) and tap Add to homescreen.
4. You'll be able to enter a name for the
shortcut and then Chrome will add it to
your home screen.
For IOS:
1. Launch Safari on your iPhone or iPad.
2. Navigate to the site that you want to create a Home screen shortcut to.
3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.
4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)
5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.
I am a registered Financial Advisor with over 11 years of experience in the financial services industry. I am currently registered with Succession Financial Planning, an independent financial services subsidiary of Sanlam Ltd.
My primary focus is providing clients with a holistic 360-degree financial platform, offering tailored advice and guidance across:
• Risk Planning
• Investment Planning
• Savings and Retirement
• Short-term Insurance
• Estate Planning
• Medical Aid Cover
• Succession Planning
• Employee Benefits
I am committed to treating clients fairly by understanding their needs, conducting comprehensive analyses, offering professional advice, ensuring effective compliance, and providing ongoing care and reviews. My goal is to build long-term, prosperous relationships through sound business practices and personalised financial solutions.