Estate Planning and New Wills

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Financial Planning

This service includes analyzing your current financial situation, identifying areas for improvement, and developing a plan to manage your income, expenses, investments, and taxes.

Digital Processes

This services may include services such as online payment processing, electronic invoicing, budgeting software, and financial reporting and analysis tools.

holistic advice

A comprehensive approach to financial planning taking into account all aspects of an your business’s financial situation, including your goals, values, and personal circumstances. 

security safety

This includes services such as insurance planning, emergency savings planning, and risk management strategies such as diversification of investments.

It’s not easy to think about our own mortality, let alone consider what will happen to our loved ones once we’re gone. But planning for the future is essential, especially when it comes to ensuring that our family is taken care of in the event of our passing.

At OFA, we understand that losing a loved one is already a difficult and traumatic experience. That’s why we’re here to help you plan out your estate, so that you can have peace of mind knowing that your family will be well taken care of.

Our team of experts will work with you to develop a personalized estate plan that reflects your wishes and priorities. We’ll guide you through every step of the process, ensuring that your assets are distributed according to your wishes and that your family is protected.

By planning your estate, you can provide your loved ones with the security and support they need during a difficult time. Don’t leave your family’s future to chance – contact us today to schedule a consultation and learn how we can help you plan your legacy.

Happy customers

Take control of your financial future today and sign up for our online financial advisory service.

Your Online Financial Advisory

Don’t have easy access to in-person financial advisors or do you just prefer the flexibility of managing your finances online? Then Online Financial Advisory is the place for you.

OnlineFA

Connect with financial advisors virtually, through chat or video conferencing, to discuss your financial goals and receive personalized recommendations.

Financial Processing

Analyzing, identifying, and developing a plan.

Digital Processes

Online payment processing, electronic invoicing, budgeting software, and financial reporting and analysis tools.

OnlineFA

A convenient and accessible way for you to receive expert financial guidance and advice from the comfort of your own home.

Holistic Advice

Taking into account your goals, values, and personal circumstances.

Security Safety

Insurance planning, emergency savings planning, and risk management strategies such as diversification of investments.

Online Financial Advisory

Get professional financial advice from the comfort of your own home with our online financial advisor platform. Start investing smarter today!

Contact Us

Email: info@onlinefa.co.za

Tel: 086 076 6903

Address

Location: Block A, Town Bush Office Park460 Town Bush Road, Montrose, Pietemaritzburg, 3201

Location: The Pavilion, Esplanade Road, Central Park, Century City, Cape Town, 7441

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