What Our Clients Say

In the last seven years he has been my financial planner, he has helped invest and save for my overseas trip.  He has helped me reduce my expenses and increase my savings, we meet regularly to review my budget to ensure that I do not withdraw too much from my living annuity. Thank you Reece for the Financial peace of mind.
MM MokheleRetiree
I have been delighted with the services of Reece Morrison. It is really refreshing to work with a financial advisor who is truly interested in your needs, circumstances, and preferences. I was really impressed by how he took the time to understand what our organization needed, and also his common-sense approach. He has been very professional, and I would gladly recommend his services.
U Makalima, Operations Manager
Helping me with my planning especially budgeting and spend allowance. Also appreciate the work done in securing the best prices for insurance options. Always up to speed with the latest developments. Thank you for your hard work.
L Ferrao, Physiotherapist
He is very good, very quick on his responses, and does follow ups. It is great working with him and he is very professional and very informative.
U Rulashe, Commodity Specialist
Business is built on the foundation of honesty and integrity and it is the fundamental characters that Reece Morrison possesses and has shown us which allows us to entrust him with our long term portfolio. He has shown great knowledge and professionalism over the past 9 years we have known him. We have no doubt he make his own FSP a great success.
A ArronsManaging Director
“Reece Morrison has played a significant role in my financial journey over the last 10 years. I owe many of my financial successes to the advice he has provided and the firm chats he gives when I’m tempted to steer off my path. He takes a real interest in your goals and puts his all into helping you achieve them. I highly recommend Reece’s personal financial management services.”
G Du Plessis, HR Business Partner
Reece Morrison’s service has been impeccable in the seven years that we have dealt with him, quick to sort out queries or to offer financial advice to our staff members.
J PretoriusFinancial Manager
I would like to applaud Reece for exceptional service, attention to detail, constant feedback, and assistance. Keep it up. Highly recommended financial services.
ME Underhill, Entrepreneur

Our Trusted Partners

How Can We Serve You Today?

Personal Financial Management

Personal financial management is one of the first and most important steps in drafting a financial plan for you. It includes the collection of information pertaining to your personal financial statements, education and emergency…

Portfolio Management

We have a strategy and financial plan for every risk appetite and every type of investor to mitigate the risk of loss and enhance your asset growth. This is possible by creating an investment policy statement specific for each investors goals and constraints…

Estate Planning

Estate planning is directed at planning around your life and death and seeks to ensure that succession takes place in a way that minimizes taxes and costs and protects the assets you wish your beneficiaries to inherit. To ensure that your wishes are carried out…

Employee Benefits

Offering employee benefits to your employees is important as it shows them that you are invested in not only their overall health but their futures. A solid employee benefits package can help attract and retain talent and differentiate…

Insurance Planning & Risk Management

To ensure that our clients and their families enjoy the lifestyle they desire, we assess and manage the risks associated with unexpected events. We have honest conversations with our clients so that they can have complete peace of mind…