Reg number: Phoenix Financial Planning Services | 2020/792295/07
We believe in financial planning for the present, the future and the next generation. Our desire is to forge lifelong relationships with you and your family as you journey through the different stages of your life. Our main goal is to help you to protect yourself, your loved ones and to prosper thereby improving the quality of life.
We are an independent financial planning practice and our advice is backed by the niche product providers that we have selected. The development of a prudent financial plan and strategy that is evaluated regularly or at life-changing events provides for wise decision-making to protect families and to prosper.
Your dreams, hopes and goals for you and your family are important for us and we contribute to your ambitions by being transparent with negotiated commission/fees.
Our strength and unique unrivalled offering is found in the ecosystem of cloud-based CRM and quotation programs, niche providers offering a wide range of financial solutions, high-skilled financial planners and a mission to make your dreams a reality.
We offer our clients the following services at no cost:
Phoenix FSG cares for you and your family. We add value by offering all clients access to Phoenix Assist at no additional cost.
Learn more about our integrated value and reduced fees should you participate in any of the Phoenix FSG offerings.
Let us journey through life together ensuring your hopes, dreams and goals are achieved.
“Under Our Wings” improving the quality of life.
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Thank you for your interest in our Phoenix FSG!
Phoenix FSG provides a new generation type of consulting, advisory and support services by establishing a number of specialised subsidiary companies in the areas of healthcare, wellness, employee benefits, short term personal and commercial lines as well as life assurance and invest product lines.
We would like offer you a complementary full portfolio assessment. Kindly fill out the form and provide us with either a contact number or email address and one of our consultants will be in touch soonest.
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Thank you for your interest in our Phoenix FSG!
Phoenix FSG provides a new generation type of consulting, advisory and support services by establishing a number of specialised subsidiary companies in the areas of healthcare, wellness, employee benefits, short term personal and commercial lines as well as life assurance and invest product lines.
We would like offer you a complementary full portfolio assessment. Kindly fill out the form and provide us with either a contact number or email address and one of our consultants will be in touch soonest.
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Since appointing Phoenix as my medical aid broker in June 2022 I have experienced nothing but exceptional service.
I have been a member of Discovery Medical Aid since 1997. Over the 24 years since joining Discovery I have had several Medical brokers, most of whom provided between little to no service, generally not replying to emails or ignoring telephonic calls. Phoenix is different. They immediately respond to any queries and monitor the query until it is resolved.
When joining a medical aid a medical broker is automatically allocated to you and the cost of this broker is included in the monthly levy paid to the medical aid. I can strongly recommend that anybody who is a member of a medical aid switch their broker to Phoenix. By doing this you will at least receive some value for the monthly that is automatically deducted for payment of a medical broker.
M A Short
Although I have only been working with the Phoenix Group team for a few months, I have worked very closely with Clayton Samsodien on multiple clients. I have only experienced absolute professionalism and impressive efficiency from Clayton, who has an open, patient and friendly manner with everyone whom he interacts with. He is always willing to go the extra mile to assist his clients and their staff members with their requirements.
I would highly recommend the services of Phoenix Group.
Cherice Len
Beverley Williams
Garth Brown
