Our Trusted Partners
Welcome to
CDT Financial Services
At CDT Financial Services, we’re committed to delivering independent, professional financial advice that puts your needs first. From personalised financial planning to innovative investment and insurance solutions, we’re here to help you stay on track and achieve long-term financial security for you and your family.
Personalised Financial Planning
We take the time to understand your unique goals, lifestyle, and financial situation to create tailored plans that grow with you.
Independent, Unbiased Advice
As independent financial advisers, we offer objective guidance—focused solely on what’s best for you, not tied to any specific product or provider.
Holistic Risk Management
We assess your full financial picture to recommend insurance and investment strategies that protect your assets and support long-term security.
Six Steps of
Financial Planning
Establishing a Trusted Relationship
We begin by outlining the scope of our services, your responsibilities, and ours. Transparency is key—so we’ll explain how we’re compensated and by whom. Together, we’ll agree on the nature of our professional relationship, how decisions will be made, and how long our collaboration will continue.
Understanding Your Financial World
To tailor your financial plan, we’ll gather essential information about your current financial position. Together, we’ll define your personal and financial goals, your desired timelines, and your comfort with risk. We also request supporting documents to ensure our advice is fully informed.
Crafting Tailored Recommendations
Based on your unique goals and the information provided, we develop strategic financial recommendations. We walk you through each one, ensuring clarity and understanding so that you can make confident, informed decisions. Your feedback is always welcome—we’ll adjust the plan as needed.
Assessing Your Financial Landscape
We analyse your full financial picture—assets, liabilities, cash flow, insurance, investments, and tax strategies—depending on the services you require. This step allows us to clearly identify what actions are needed to align your current situation with your goals.
Putting Your Plan into Action
Once you’re happy with the recommendations, we’ll agree on how to move forward. Whether you prefer us to take the lead or act as your financial coach, we’ll coordinate the process with you and any relevant professionals to ensure seamless execution.
Monitoring and Adjusting Your Plan
Your financial journey doesn’t end with implementation. We’ll track your progress and check in regularly to review your plan. If your circumstances change, we’ll refine your strategy to keep you on course toward your financial objectives.
Years of Experience
Families Guided to Financial Freedom
Personalised Financial Plans Created
Independent Products Offered
Testimonials
What Our Clients Said
Ek het nog nooit so gemaklik gevoel met my beleggings nie. Baie dankie vir jou professionele diens en uitstekende advies!
Jy het my gehelp om my finansiële toekoms met vertroue te beplan. Ek waardeer jou eerlikheid en kundigheid.
Dankie dat jy my gehelp het om die regte lewenspolis te kies. Jy verduidelik alles so duidelik en eenvoudig.
Ek kan met vrymoedigheid sê jy is die beste finansiële adviseur waarmee ek nog gewerk het. Uitstekende diens!