Vertex in Johannesburg

	Tel: 011 482 7956 \| Fax : 086 272 0399 \| Email : rian@vertexfs.co.za \| 1st Floor, Block C, Empire Office Park, 55 Empire Road, Parktown
We believe that your investment portfolio should be professionally and actively managed, rather than left to chance. [Wealth Management \| Retirement Planning \| Risk Benefits \| Tax planning ]

Our Approach

risk assessment The staff at Vertex knows and understands their clients. They are experienced, educated and approachable professionals who are passionate about financial planning and creating long term client relationships. It’s a fact that money gives us more choices about the way we want to live. Creating and protecting wealth does not happen by chance. To get good financial results, you need good financial advice. That’s where we come in. We encourage our clients to be actively involved instead of passively ignorant of their financial well being.

We have the knowledge, passion and expertise to ensure that you are given the best possible advice and service.

Our Service
Our service, experience and knowledge extend across the entire spectrum of today’s financial needs. Whether you are starting a new financial plan, reviewing the old or have a large established retirement plan program, we can support your needs. financial advisor

Our services include the following:

Retirement and Financial Planning
Employee Benefit Management
One on One Employee Benefit Designs
Comprehensive Investment Services
Cash Management Services
Estate, Trust and Tax Services
Insured Risk Benefits and
Private Client Asset Management

Our Company

Vertex Financial Services CC is owned and operated by Managing Member, Rian Reyneke who has been in the financial services industry since 1992. Rian completed a B. Acc degree at the University of Potchefstroom (now the University of the North West). Rian is Certified Financial Planner (CFP™) with the Financial Planning Institute. Rian has been an independent financial planner since 2005 and is registered with the Financial Planning Institute of South Africa as a Certified Financial Planner.

Vertex Financial Services CCis an authorized Financial Services Provider License number FSP 22124 as issued by the Financial Services Board (FSB).

All our Financial Planners meet the educational standards set by the relevant regulations and undergo continuous training to keep themselves updated with the latest rules and regulations. At all times, our Financial Planners act within the legislation as outlined in the Financial Advisory and Intermediary Services Act (FAIS). The practice is further strengthened by our valuable and experienced administration and support staff.
Vertex is a specialised financial planning and advisory firm dedicated and committed in helping its clients reach their financial goals and objectives in all stages of their lives. Financial Planning is the foundation upon which we build our future financial well-being and must therefore be integrated in our various life stages.