Since 1997, TRP Financial Services has been invested in financial wellbeing as an integral part of a fulfilling life.

About Us

For over two decades we have provided financial planning services tailored to individuals and businesses throughout South Africa. From our humble beginnings in the medical aid and life insurance industry, we have successfully expanded into a one-stop financial planning firm. We now offer a diverse range of services that are as unique as you are.

We understand that insurance products are not a one-size-fits-all solution. That is why we have expanded our services to include various areas of financial planning, tailored to your financial journey. Our team of experienced professionals are committed to guiding you through the complex world of insurance and investment products available.

As a registered Financial Services Provider (FSP), we prioritise our clients’ financial wellbeing above all else. Fostering strong relationships built on trust, transparency and integrity. We strive to deliver exceptional customer service at every step of your journey. We take the time to understand your unique financial aspirations, concerns and circumstances. This enables us to craft personalised strategies that align with your future goals.

TRP FInancial Services About

About Us

For over two decades we have provided financial planning services tailored to individuals and businesses throughout South Africa. From our humble beginnings in the medical aid and life insurance industry, we have successfully expanded into a one-stop financial planning firm. We now offer a diverse range of services that are as unique as you are.

TRP FInancial Services About

We understand that insurance products are not a one-size-fits-all solution. That is why we have expanded our services to include various areas of financial planning, tailored to your financial journey. Our team of experienced professionals are committed to guiding you through the complex world of insurance and investment products available.

As a registered Financial Services Provider (FSP), we prioritise our clients’ financial wellbeing above all else. Fostering strong relationships built on trust, transparency and integrity. We strive to deliver exceptional customer service at every step of your journey. We take the time to understand your unique financial aspirations, concerns and circumstances. This enables us to craft personalised strategies that align with your future goals.

Our Services

Our Values

At TRP Financial Services our values form the core of our operations. They go beyond mere words and are ingrained in our creed, guiding us in our relentless pursuit of service excellence for our valued clients. These values include:

Integrity

We uphold the highest standards of honesty, transparency and ethical conduct in all our interactions

Client-Centric Approach

We prioritise our clients' requirements and interests. Providing personalised solutions and exceptional service to achieve financial goals.

Empowernent & Development

We invest in the growth and development of our staff. Providing opportunities for learning and professional development, in the pursuit of personal excellence.

Innovation & Adaptability

We encourage a culture of innovation and adaptability. Empowering our staff to think creatively, embrace change and explore new opportunities to deliver innovative solutions to our clients.

Trust & Reliaility

We build trust by consistently delivering reliable and objective financial advice and services.