Local Insight & Global Reach
Our advisors monitor the JSE and rand movements daily and stay abreast of global ETFs, giving you a truly borderless portfolio.
Evidence‑Based Methodology
We employ Nobel‑Prize‑winning research—factor investing, behavioural coaching, Monte‑Carlo simulations—to ground every recommendation in data, not hype.
Transparent Fee Structure
Flat or tiered fees that you see before you sign. No hidden commissions. No opaque “performance” charges.
About Us
GoPlan.fun began as a small advisory partnership in Cape Town, united by one belief: that world‑class financial planning should be accessible, transparent, and engaging. Over the past decade we’ve grown into a multidisciplinary team of Certified Financial Planners®, chartered accountants, tax attorneys, and behavioural‑finance specialists who all share the same client‑first ethos.
Our independence means we answer to you—never to product providers. We are licensed by the FSCA and maintain strict fiduciary standards, giving every client impartial guidance that serves their best interests alone.
While our head office overlooks Table Mountain, our impact spans South Africa. Digital onboarding, secure document portals, and video consultations allow anyone—from bustling Johannesburg entrepreneurs to remote Northern Cape farmers—to tap into expert advice without leaving home.
Most importantly, we measure success by life outcomes, not market headlines. If your plan funds a dream MBA, pays school fees ahead of schedule, or lets you retire to the Garden Route five years early, we’ve done our job.
Client Testimonials
Thabo Mokoena – “GoPlan turned my scattershot investments into a cohesive strategy. In two years my emergency fund is fully funded and my portfolio risk is finally in line with my age.”
Claire Naidoo – “Their estate‑planning session saved my family months of administrative grief and thousands in unnecessary taxes.”
Daniel van der Merwe – “As a tech founder I needed cross‑border structuring; GoPlan navigated SARS and Delaware regs effortlessly.”
A Proven Framework for Goal‑Setting
Most people pick numbers—“I want R10 million by 60”—without understanding the trade‑offs. Our proprietary Life‑Canvas framework starts with vivid narrative mapping: we ask clients to describe an ideal weekday ten years from now. From there we attach cash‑flows, inflation assumptions, and probability models, adjusting for life expectancy and personal risk tolerance.
This exercise turns abstract dreams into crisp, measurable targets. Because the final plan is anchored in personal meaning, clients are more likely to stay the course during inevitable market dips, removing emotion from critical decisions.
Send us a message!
Address: 45 Jan Smuts Avenue, Parktown, Johannesburg, 2193, South Africa
Email: [email protected]
phone: +27 20 3928 18237