Independent financial advice
Retirement, investments and risk cover from advisers who sit on your side of the table.
Independent financial advisers
We are an authorised financial services provider and every adviser is a qualified Certified Financial Planner. We charge a transparent fee for advice, not a hidden commission on products, and we put every recommendation in writing, with the reasons.
Our firm →
You will know our fee before we begin, and what it covers.
Every recommendation in a plan you can take away and think about.
A yearly review, plus a call when your life changes.
Advice
Our fees are agreed in writing before we start.
From R6 500
A written plan covering retirement, investing and protection.
R4 800
Projections, contribution advice and annuity options.
From 0.75% a year
Portfolio design and ongoing management.
R2 400
Review your life, disability and income cover.
From R3 900
A will, a trust review and a plan for your estate.
Included
A yearly check-in for existing clients.
Fees exclude VAT. The first meeting is free and carries no obligation.
Our firm
Meridian was founded in 2010 by Cyril Naidoo and Busi Khumalo, who both left large banks to build a practice where advice came first.
We look after families and small businesses across Gauteng, and we are an authorised financial services provider.
Clear fees and no hidden commissions.
All advisers are CFP professionals.
Most clients stay with us for over a decade.
Founder and CFP
Director and CFP
Retirement specialist
Paraplanner
Money is only a tool. Your life is the point.
How we work
Contact
Tell us a little about your situation. We will call you to set up an hour that suits you, in person or on video.
| Monday to Friday | 08:00 to 17:00 |