Noble Financial Advisors
Certified financial planning across life stages in Edgemead
About Noble Financial Advisors
Led by Certified Financial Planner Shelley Boonzaier, this Edgemead practice covers the full financial life journey rather than focusing only on retirement-age clients. Services span career-stage planning such as medical aid selection and retirement fund investment strategy, marital and pre-marriage financial planning covering accrual system considerations, and business assurance including buy-and-sell contracts and Keyman insurance. As an Authorised Financial Service Provider with brokering contracts across leading insurance companies and medical aids, the firm also manages severe illness and disability claims on clients' behalf.
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Frequently Asked Questions
What does a financial advisor do?
A financial advisor helps clients plan across life stages, covering areas like medical aid selection, income protection, investment strategy, retirement planning, estate planning, and business assurance. Noble Financial Advisors in Edgemead applies this approach to individuals and business owners, adjusting advice as circumstances change from career start through retirement.
When should I get a financial advisor?
Noble Financial Advisors advises that the best time to start working with a financial planner is at the outset of your career, not just when retirement is approaching. Early planning allows for better decisions around retirement fund investment strategy, income protection, and medical aid selection as life circumstances evolve.
Is Noble Financial Advisors an authorised financial services provider?
Yes, Noble Financial Advisors is an authorised Financial Service Provider (FSP) with an FSP number listed on their website. The Edgemead-based practice holds brokering contracts with leading insurance companies and medical aids.
What areas does a financial advisor in Edgemead cover?
Noble Financial Advisors is based in Edgemead, Cape Town, and works with individuals, couples, and business owners on financial planning. Their advice spans career-stage planning, marriage and property decisions, family planning, business start-up structuring, and retirement.
Does Noble Financial Advisors help with retirement planning?
Yes, the Edgemead practice assists clients with key retirement questions, including how long retirement funds will last, how to draw a sustainable income, keeping pace with inflation, and the safety of invested capital. They also design and manage employee retirement fund benefits for businesses, including claims for resignation, retrenchment, divorce, death, and disability.
Does Noble Financial Advisors offer business insurance services?
Yes, Noble Financial Advisors sets up buy-and-sell contracts to protect business co-owners in the event of death or disability, along with Keyman insurance to cover the loss of key employees. They also advise on choosing an appropriate business entity structure when starting a company, factoring in marital regime, tax, and estate planning.
Who is the financial planner at Noble Financial Advisors?
Shelley Boonzaier, a Certified Financial Planner, leads the practice in Edgemead. She advises on the full life-stage journey, from early-career planning through marriage, property, illness, business ownership, and retirement.
Can Noble Financial Advisors help with claims for illness or disability?
Yes, the Edgemead team manages insurance claims arising from disability or severe illness diagnoses on behalf of clients, handling the process alongside the relevant insurance company. This sits alongside their income protection advice, which covers policies designed to protect a client's earning ability.