Personalized Financial Solutions Create your Personal Financial Persona Enhancing your Financial Wellbeing |
For 23 years, Persona Financial Advisors has been your trusted partner, dedicated to shouldering the complexities of finance so you can rest easy. Our goal is simple: to be the calming force in your financial journey, providing personalized solutions and unwavering support.
In a world buzzing with financial noise, we’ve spent over two decades simplifying the complex, ensuring that your financial goals become ours. Your dreams, milestones, and challenges are met with our expertise, allowing you to relax and focus on what truly matters to you.
IN PROUD ASSOCIATION WITH
Testimonials
Christelle Pansegrouw
Tersia has been part of our family since 2012. Her passion for her work, honesty and integrity is what bound us to her and her team. To not have to worry about a very important part of our lives, being the financial planning, medical cover, insurance and all the administration that goes with it, is absolutely priceless. Nothing is ever too much effort and she always makes time for us. I will go to war with this woman!
- 12/03/2023
Gerrit & Belinda
Ons het lank gesoek vir iemand om na ons belange, beleggings en aftrede te kyk soos ons dit sien. Tersia is een van die min makelaars wat altyd jou belange eerste stel. Geen taak is te veel vir haar nie. Sy sal altyd daai ekstra myl vir jou loop en sy is nie kommissie gedrewe nie maar klient satisfaksie is vir haar baie belangrik. Sy raak jou vriendin deur dik en dun.
- 27/08/2022
Fran Vosloo
Tersia is an absolute specialist in what she does, she combines her knowledge of the products she sells with your requirements. She really listens to your needs and find solutions that fits your requirements. I feel safe knowing Tersia is handling my affairs.
- 14/11/2023
Candice Hare
Tersia is very professional, honest and will do her best to ensure that your investments will perform as well as possible. She is always willing to assist with any queries and is very thorough at all times as well as her support team behind her.
- 05/02/2024
Frederick Nel
They are the best team in the business!!!! I will definitely recommend them to everyone I know. Great service, friendly staff and very knowledgeable in their jobs.
- 19/06/2023
Ashley Watson
Excellent Service!
- 30/12/2022
Simplicity
Our services are designed effectively so that it fits your needs and is easy for you to understand.
Unique
More than insurance, more than investments, we offer a life-long assistance in times when you feel like giving up.
Personal
We offer more than a service, we offer a personal relationship. Our client’s financial well-being is of our best-interests. We strive to build personal relations to make sure that our clients get the maximum out of life.
Goal-Driven
Our goal is to make sure that you reach your financial, health, spiritual, mental goal at the fastest AND safest pace.
Your goal, is our goal.
