Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in South Africa

Name: Financial planning consulting firms based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 665 companies tracked

RevenueBase identified 665 company matches for financial planning consulting firms associated with South Africa as of September 2026 and tracks 21,717 professional contacts across them, including 6,353 with verified work emails and 695 with mobile numbers. Johannesburg is the largest hub.

This list covers company matches for financial planning consulting firms associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

665Companies

21,717Contacts tracked

6,353Verified emails

695Mobile numbers

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The 25 largest financial planning consulting firms based in South Africa

Ranked by team size

Top 25 of 665 company matches for financial planning consulting firms based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Attooh	Exact match	Faerie Glen, South AfricaHQ recorded Sep 30, 2026	501-1,000	403 contacts →
	Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Hereford Group	Exact match	Cape Town, South AfricaHQ recorded Sep 30, 2026	201-500	401 contacts →
	Exact match “Welcome to Hereford Group!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	NMG Benefits	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	201-500	386 contacts →
	Exact match “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Citadel Investment Services	Exact match	Lynnwood Manor, South AfricaHQ recorded Sep 30, 2026	201-500	379 contacts →
	Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Consult	Exact match	Centurion, South AfricaHQ recorded Sep 30, 2026	201-500	309 contacts →
	Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	PKF Octagon	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	201-500	256 contacts →
	Exact match “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	1.618 Advisory Services	Exact match	Johanessburg, South AfricaHQ recorded Sep 30, 2026	n/a	199 contacts →
	Exact match “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Momentum Financial Planning	Exact match	Centurion, South AfricaHQ recorded Sep 30, 2026	1,001-5,000	130 contacts →
	Exact match “VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Futurum Financial Group PTY LTD	Exact match	Potchefstroom, South AfricaHQ recorded Sep 30, 2026	201-500	115 contacts →
	Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Private Wealth Management PTY LTD	Exact match	Century City, South AfricaHQ recorded Sep 30, 2026	51-200	109 contacts →
	Exact match “At Private Wealth Management we build partnerships.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	GCI	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	51-200	106 contacts →
	Exact match “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	TTT Financial Group	Exact match	Durban, South AfricaHQ recorded Sep 30, 2026	51-200	89 contacts →
	Exact match “Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Chartered Wealth Solutions	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	51-200	88 contacts →
	Exact match “Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Africa Direct Group	Exact match	Observatory, South AfricaHQ recorded Sep 30, 2026	51-200	53 contacts →
	Exact match “In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Genesis Advisory Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	51-200	52 contacts →
	Exact match “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Ascor Independent Wealth Managers	Exact match	Pretoria, South AfricaHQ recorded Sep 30, 2026	11-50	49 contacts →
	Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Origin Financial Group Of Companies	Exact match	Cape Town, South AfricaHQ recorded Sep 30, 2026	51-200	47 contacts →
	Exact match “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Zuydam Konsult	Exact match	Cape Town, South AfricaHQ recorded Sep 30, 2026	11-50	45 contacts →
	Exact match “Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	SDC Wealth Management	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	11-50	45 contacts →
	Exact match “SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Portfolium PTY LTD	Exact match	Cape Town, South AfricaHQ recorded Sep 30, 2026	11-50	44 contacts →
	Exact match “We are a financial services firm offering customised financial planning services to retirement funds and their members.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Berghshire Wealth	Exact match	Durban, South AfricaHQ recorded Sep 30, 2026	51-200	37 contacts →
	Exact match “Berghshire Wealth BlueStar has a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	CMV Accountants	Exact match	Pretoria, South AfricaHQ recorded Sep 30, 2026	51-200	35 contacts →
	Exact match “CMV Group was started during 1986 by Charl Mocke and has grown into a strong group of companies, consisting of over 70 individuals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Wealth Associates	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	51-200	35 contacts →
	Exact match “Wealth Redefined.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Benchmark Capital Group	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	51-200	35 contacts →
	Exact match “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Future Green DOT	Exact match	Johannesburg, South AfricaHQ recorded Sep 30, 2026	1-10	28 contacts →
	Exact match “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 665 financial planning consulting firms based in South Africa

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Financial planning consulting firms based in South Africa at a glance

As of Sep 30, 2026

29.3%Verified-email coverage

3.2%Mobile-number coverage

32.7Average contacts per company

1-10Median size (employees)

18.0%Largest-city concentration · Johannesburg

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

394

11-50

219

51-200

201-500

501-1,000

1,001-5,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

1,8830–30

4,16631–60

27161–90

590–180

28180+

Company record updated

Median 99.0d

00–30

27831–60

5,96861–90

14,45690–180

1,015180+

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with South Africa whose business descriptions match “financial planning consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 6,353 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning consulting firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in South Africa?

RevenueBase identified 665 company matches for financial planning consulting firms associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Attooh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Johannesburg leads with 120 company records, followed by Cape Town (81) and Pretoria (47).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 6,353 professional contacts with verified work emails tracked across these 665 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.