Taylored Financial Solutions is a new and dynamic Independent Financial Service Provider that specializes in employee benefits to small and medium enterprises. We are ruthlessly committed to helping our clients empower themselves and their staff through sage and cost effective financial planning advise.
Taylored Financial Solutions was registered in March 2014 and was borne out of the desire to offer the market a wholesome, professional and needs driven service in a mass produced, one size fits all, sales driven industry. We don’t want to sell you a policy, we want to help you. We believe in upliftment, value and in symbiosis.
Nikki Viljoen (neeTaylor) has 18 years in the industry, 6 of which were in roles advising and mentoring financial planners for two large corporates. We therefore feel well equipped to give reliable, enlightened advise to our own clients that will help them not only retain and protect their staff but also build assets in both their business and personal portfolio’s.
We are INDEPENDENT so as to offer our clients the best value the market has to offer.
Nikki has her post grad in financial planning (CFP®) and has been a member of the Financial Planning Institute of Southern Africa (FPI) since 2004.
Ballito based, we believe we live and work in the best place in the world and want to foster a mentality of paying it forward. Let us help you. We have the skills, the knowledge and the desire to make your world and that of those who work for you predictable, safe and financially secure.