financial planning

We are given many things in life for free. They're the things that we often take for granted – but they're crucial to living life.

One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

Being new to making our own adult choices, we often work inside of the obligations placed on us - which essentially limits that freedom of choice. Changing this mindset means that we need to ask different questions; questions that will bear the marks of our individuality. This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

At GlenFin™ we are passionate about helping you to pursue your financial and life goals. We continuously challenge conventional thinking and avoid falling into the trap of following short-term fads. In so doing, we ensure that you remain at the center of our business. Although we pride ourselves in our ability to solve problems, we focus much of our efforts on establishing what your unique needs are. This integrated approach prevents the oversights that may arise from piecemeal advice.

Ashley Percival

Certified Financial Planner®
082 462 6696

Ashley Percival is a CERTIFIED FINANCIAL PLANNER® and Registered Tax Practitioner. He is a member of the Financial Planning Institute of Southern Africa (FPI).

•LLM (Tax)
•Post Graduate Diploma in Financial Planning
•Advanced Post Graduate Diploma in Financial Planning

Ashley developed a passion for financial planning early in his career and inter alia worked as an Assistant Ombud at the Office of the Ombud for Financial Services Providers (FAIS Ombud). Ashley regularly facilitates MYMONEY123 workshops which is a financial education community outreach project championed by the FPI. The aim of the project is to actively engage all South Africans to consider and ponder their personal financial planning responsibilities and goals. For a free group workshop please book Ashley at ashley@glenfinadvice.co.za.


explore | create | choose


Most financial plans begin and end with the products. Your plan needs to begin and end... with you.


Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.


With a clear understanding of who you are, and what you want, you can make powerful and informed choices.


Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

When we fully understand who you are and what your needs are, we direct our attention to specific financial planning areas of

Risk Management

Life is unpredictable and things do go wrong. Having the right insurance to protect you against unforeseen events is essential.

Wealth Management

Our wealth management service is at the core of our business. We realise that each client is unique and structure our plans to suit your individual needs.

Estate and Succession Planning

GlenFin™ makes use of strategic partners to help clients and their families to protect their wealth through estate transition.


Empowering you to create
the choices you need to make.


hear it from our clients

Wow Ashley – dit is amazing, dankie vir jou uitstekende werk!!!

Jolandé Rymaszewski

Dear Ashley - I would like to thank you for volunteering at LeaderEx. Your valuable contribution has ensured that we can demonstrate to the public the value of working with a CFP® professional. This has helped us drive home the message that the FPI preachers to consumers.
We value the time that you have taken to help realise our vision of Professional financial planning for all.

David Kop, CFP®

Dear Ashley
I just want to say how satisfied I am with the services rendered to me. You showed personal interest in my financial needs and preferences. Your professional, ethical and caring demeanour elicits trust and respect. I will definitely recommend your services whenever possible to friends and family alike. Thank you for all your efforts.

E Engelbrecht

I want to compliment Ashley Percival from Glenfin Financial Services for his professional service. The level of knowledgeability, the quality and completeness of the advice received about investments, retirement planning, life cover etc. is of an exceptionally high standard. I can say with confidence that I am in control of my financial affairs again. Thank you Glenfin.

R Begemann

Hi Ashley - It was great meeting you and I look forward to a long journey with you. Thank you for simplifying the issues.

L Kemp

Financial Advice that is tailored
to you and your choices.


to arrange a consultation simply email or Whatsapp us

Ashley Percival, CFP®

082 462 6696

GlenFin™ does not belong to a specific supplier, we therefore have complete freedom to choose who we want to partner with. Our independence puts us in a position to give unbiased advice to ensure that we at all times act in your best interests. The following carefully selected suppliers are currently being used by GlenFin™ to address your needs:

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