Welcome to AQB Financial Life PlanningAQB is an established financial life planning practice that has been built on the core principles of integrity and quality. In addition to financial life planning, we offer a broad range of financial services for individuals as well as for small to medium-size businesses. This includes specialist investment advice on local and offshore investments, accounting and tax services, estate planning and statutory services.
AQB stands for "A Question of Balance", which defines the philosophy underpinning the practice. The philosophy reflects the primary objective of the partners, which is to help clients manage their personal and business finances in the best possible manner, affording them the opportunity to live balanced lives, and achieve their financial and life objectives.
Independent financial advice is a necessity when building a financial plan, so that client funds are allocated with their best interests in mind, on an impartial basis. As qualified chartered accountants, the partners at AQB are dedicated to ensuring the best quality service is provided to every client.
AQB is a registered financial services provider and is registered with the Financial Services Board (FSP No 6402).
Our Compliance Officer is:
Compli-Serve SA (Pty) Ltd; an Authorised Compliance Practice CO 194.
P.O. Box 2358, Clareinch 7740. Tel: 0861 273 783