About Us
Ridwaan Bismilla - Financial Advisor - Discovery
Professional Accountant - SA
BCompt - SAIPA
Level One (135% B-BBEE procurement recognition)
Planning Futures
Since 1998, we have helped create plans and portfolios to meet Clients long-term Financial goals.
Have questions about investments, taxes, retirement, life insurance and estate planning?
Book an appointment with us!
A Discovery affiliated Financial Advisory Service.
A Proven Approach
We start by developing a deep understanding of our Clients Unique Circumstances and explaining the different ways that we can help.
We then analyze your Goals and Risks and compare them to your current portfolio.
We then recommend an investment strategy and/or products specifically designed to meet your individual risk tolerance and risk profile.
Why Us?
With a Professional Accountancy background , we see the Full Picture.
We can save you on Taxes and Grow your Wealth over time with a Focused and Disciplined Investment Plan.
A commitment to Ethics and Integrity.
We have your best interest at heart.
You can count on unbiased recommendations and impartial guidance and advice.
Our Plans cover a minimum of 2 to 5 different Asset Managers (depending on the size of the Portfolio). We also cover different Sectors (funds) and Regions for Fully Integrated and Well Diversified Risk Adjusted Plans.
We assist our Clients in their Life Journey, Empower them with the Tools to navigate the Pitfalls and Opportunities that life throws their way and provide them with a roadmap to help them Succeed, Prosper and Thrive, all with a mutual respect for Money.
We offer 'The full 360'.
Our Plans are designed to maximise Generational Wealth in the most Tax efficient way possible.
You will be amazed at the amount of money saved from taxes alone over a 40 to 60 year period and at 'Death' by a well planned out and Tax Efficient Financial Plan.
Unfortunately, many do not benefit, take full advantage of these concessions, or simply act 'too late' (to their and their Heirs detriment)!
We are fully licensed and credentialed.
What's stopping you?
Discovery Invest
A Discovery Affiliated Financial Advisor -
Covering all Major Investment Houses