Our aim is to deliver unbiased, tailored, and professional advice to guide you to achieving your financial goals and needs.
The Advisory Firm is an Authorised Financial Services Provider (FSP No 48726). Founded and based in Cape Town, South Africa, and run by Umar Kaprey.
With BBBEE level 1 status, The Advisory Firm has the vision and resources to offer its bespoke services across South Africa and international markets.
The Advisory Firm was established in 2017 as an Independent Financial Services Provider with next-generation business processes. Its founder, Umar Kaprey, made his mark through modelling business processes and creating innovative solutions across a multitude of industries before gaining experience through managing brokerages, agencies and administration houses.
Our holistic approach to financial planning offers individuals, small businesses and corporates a single point of contact for all of their financial advice and service requirements. Our curated selection of product providers and strategic partnerships are supported by hand-picked advisors and professional staff to deliver innovative solutions.
We provide thoughtful, knowledgeable and personalised guidance. This approach prioritizes understanding the unique needs and goals of each client, providing tailored recommendations and strategies to best meet those needs.
By prioritizing independence, the firm can ensure that our recommendations are always objective, unbiased, and free from conflicts of interest. This commitment allows advisors to make recommendations solely on the best interests of our clients.
The firm commits to always conducting business in an ethical and transparent manner
We recognise the importance of embracing different perspectives, backgrounds and experience within our team. We foster an inclusive and collaborative environment.
The firm is encouraged to think creatively, challenge the status quo, and push the boundaries of traditional thinking in order to find unique and effective solutions.
_____________
Life is full of unexpected twists and turns, which is why we're here to offer you comprehensive insurance coverage tailored to your needs. Whether you're protecting your home, car, business, or specialist liabilities, we've got you covered.
Director & Shareholder
BA (UCT), LLB (UWC)
Founder & Key Individual
B.COMM (UCT)
Head of Short Term Insurance
FINANCIAL ADVISOR
Short Term Insurance
FINANCIAL ADVISOR
Claims Handler
Short Term Insurance
Client Support
Short Term Insurance
Claims Handler
Short Term Insurance
PERSONAL ASSISTANT TO THE FOUNDER & KI
Supervised Representative
Client Support
Health & Employee Benefits
Life Insurance & Investments
FINANCIAL ADVISOR
Client Support
Life & Invest
FAIS SUPERVISOR
FINANCIAL ADVISOR
FRONT OF HOUSE
Advisor
Trade Union Liaison
Uhlukile Investments (Pty) Ltd
