Welcome…
Partners in Financial Planning (Pty) Ltd is an independent financial planning consultancy based in Dunkirk Estate, Salt Rock, KwaZulu-Natal. Since 1990, the firm has helped individuals, families and business owners make informed financial decisions through personalised, holistic financial planning.
The business is led by Gordon Shaw, a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa. Gordon acquired a 50% shareholding in 1997 and became the sole shareholder in 2002, bringing decades of experience and a strong commitment to professional, client-focused advice.
Partners in Financial Planning is authorised by the Financial Sector Conduct Authority as a Financial Services Provider under FSP number 3440. The firm’s compliance with the FAIS Act is independently monitored, supporting its commitment to transparent, responsible and legislatively compliant financial advice.
Our approach begins with a detailed financial needs analysis and considers every important aspect of a client’s financial life. Areas of specialisation include:
- Retirement planning
- Investment planning
- Offshore investing
- Death and disability planning
- Estate planning
- Business assurance
By combining independent advice with long-term personal service, Partners in Financial Planning helps clients protect their wealth, plan for the future and make confident financial decisions through every stage of life.
Mission and Vision
Partners in Financial Planning sees itself as a pioneering independent professional financial planning services provider, striving to provide appropriate, relevant advice in a legislatively compliant manner. It is committed to holding true to the principles of honesty, integrity and fairness, and to realising the best interests of its clients at all times. It has a strong focus on customer satisfaction and strives to consistently deliver outcomes for clients in accordance with the guidelines provided by its Treating Customers Fairly policy.
The core of our value proposition is that of independent adviser that represents the client rather than any institution, group or network. We strive to provide a rigorous, defined and proactive long term service model for the administration and management of our clients’ financial lives.
THE ORGANISER
We help organise and coordinate the different aspects of each client’s financial life, providing structure and clarity while ensuring that their financial plan remains aligned with their goals.
ACCOUNTABLE
We remain accountable for our commitment to the financial plan and hold our clients accountable, where appropriate, for the actions required to achieve their objectives.
OBJECTIVE
We provide an independent, outside perspective to help our clients avoid emotionally driven decisions and remain focused on their long-term financial goals.
PROACTIVITY
We encourage a proactive approach to financial planning, helping to ensure that agreed commitments and actions are carried out promptly and effectively.
EDUCATE
We educate our clients throughout their financial journey, giving them the knowledge and understanding they need to make informed and confident decisions.
PARTNER
We partner with our clients in pursuing their goals and aspirations, building a trusted, long-term and mutually beneficial relationship.
PIFP Timeline
1990
Gordon Shaw joined PIFP
1996
1997
PIFP (Pty) Ltd Formed, Gordon Shaw purchased 50%
Gordon Shaw purchased the remaining 50% of PIFP
2002
2022
Alex Leven joined PIFP
Alex Leven purchased 5% of PIFP
2025
Authorised Financial Service Provider 3440
CONTACT US
Contact: 0315663860
Email: Janine@pifp.co.za
Address: 103 Sameja Drive, Dunkirk Estate, Salt Rock, 4399