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Investing in You, Investing in Tomorrow.

Empower Yourself Today! Click the button below to get a quote and start your journey towards financial success. With Cindy by your side your aspirations are within reach.

Family-Centric Planning

As a single parent or breadwinner, you have unique financial responsibilities. I can help you create a comprehensive plan that ensures your family’s financial well-being.

Career Professionals

If you’re a driven professional striving for financial security, my strategies can help you make the most of your hard-earned income and make your money go further.

Retirement Readiness

It’s never too early to plan for retirement. Let me assist you in crafting a retirement plan that allows you to enjoy your golden years with peace of mind.

About Me

Cindy Ohlson: Your Trusted Financial Advisor

Hi, I’m Cindy, your dedicated financial advisor. With a passion for helping individuals and families thrive financially, I bring over 16 years of experience in the financial industry to the table. But I’m more than just a financial expert – I’m a mom, a friend, and a fellow adventurer in the journey of life. I understand the importance of securing your family’s future, and I’m here to guide you every step of the way.

My Services

Financial Services I Offer

Financial success is not a destination, but a journey guided by knowledge, dedication, and a vision for tomorrow.

Wills & Estate Plans

Drafting of Last Wills and Testaments and succession planning for your assets inside your estate.

Life Insurance

Life cover, disability and funeral. Severe illness cover for cancer, bypass graft, heart attack and stroke.

Investments

Collective Investment Schemes (Unit Trusts), Tax Free Savings Accounts, endowment and offshore investments.

Retirement

Saving into a Retirement Annuity before retirement, or converting your retirement product into an income after retirement.

Fire, Accident & Theft

Your personal and business assets protected against fire, accidental loss, theft and flood damage.

Employee Benefits

Company funeral, life and disability cover and pension fund benefits in a single convenient solution.

Time to get your financial affairs in order? Contact Me Today

Investing is a journey of self-discovery. It reveals your relationship with money, your tolerance for risk, and your ability to stay disciplined in the face of uncertainty.

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