Financial Planner Buddy

Operating

Free matching service connecting South Africans with certified financial planners and paraplanners.

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About Financial Planner Buddy

Financial Planner Buddy is a Cape Town-based platform that connects people with certified financial planners across South Africa. It aims to make finding a planner, drawing up a will or getting a comprehensive financial plan easier.

Users take a match quiz and are paired with a planner suited to their needs, whether for a comprehensive financial plan, investment and retirement planning or wills and estate planning. The service is free for users. It also offers My Paraplanner support and publishes articles on financial planning.

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Frequently asked about Financial Planner Buddy

Where is Financial Planner Buddy based and when was it founded?
Financial Planner Buddy is headquartered in Cape Town, South Africa and was founded in 2024.
What sector is Financial Planner Buddy in?
Financial Planner Buddy operates in FinTech and Marketplace.