Your Financial Future, Strategically Engineered
Independent, goals‑driven advisory for South African entrepreneurs, professionals, and families.
At GoPlan.uno we turn complex financial decisions into clear, data‑backed action plans—so you can focus on building businesses, legacies, and the life you’ve imagined.
WHY US?
100 % Fee‑Only
Quant + Human Insight
Regulated & Certified
Fully Digital, Locally Present
ABOUT US
GoPlan.uno was founded by a team of chartered financial analysts, tax practitioners, and former corporate bankers who believed personal advice should feel as precise as corporate finance—and just as empowering. Head‑quartered in Johannesburg and registered with the Financial Sector Conduct Authority (FSCA), we marry local insight with global standards of research and risk management.
Over the past decade we have advised scale‑ups expanding across the SADC region, mining engineers hedging commodity exposure, and schoolteachers hoping to retire at the coast. Each plan is architected from the ground up: we model cash‑flows, stress‑test market assumptions, and translate the numbers into everyday language.
Because we are fee‑only, our sole incentive is your outcome. We refuse commissions on products, refuse hidden retrocession fees, and refuse to recommend anything we would not buy ourselves. That discipline lets us sit on the same side of the table as you—your strategy first, products second.
Finally, we see money as a catalyst rather than an end‑goal. Whether you want to bootstrap a fintech, take a community project national, or guarantee your children’s education, our role is to supply the roadmap, accountability, and independent thinking that keep your vision on track.
ADVANTAGES
Holistic Planning
Scenario Stress‑Testing
Direct Advisor Access
Institution‑Grade Research
The Advisory Process, Step by Step
Every engagement starts with a 90‑minute discovery call where we map your goals, constraints, and risk tolerance. Next we gather statements, tax returns, and any existing insurance schedules. Within three weeks you receive a draft GoPlan Blueprint—a 30‑ to 40‑page document outlining cash‑flow projections, asset‑allocation targets, tax opportunities, and contingency funding.
During the presentation we challenge assumptions together, refine numbers, and lock in milestones. Implementation then rolls out in quarterly sprints, each with measurable KPIs and a live progress dashboard. Annual strategy days reset the long‑term model, ensuring that your plan evolves with markets and life events.
TESTIMONIALS
Thandiwe Mokoena
“GoPlan built a cash‑flow model that let me leave corporate life two years earlier than expected—without losing sleep about market dips.”
Michael van der Merwe
“Their tax‑efficient exit strategy saved my family business over R4 million during the sale.”
Send us a message!
Address: 78 Florida Road, Morningside, Durban, 4001, South Africa
Email: [email protected]
Phone +27 10 2837 1827