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An Introduction to Financial Fitness
Financial Fitness is a company with decades of experience in Advisory and Investment Management Services. We provide personal financial education and wealth building skills. We have a team of experienced investment professionals who have acquired the expertise needed to recognize and capitalize on market patterns. We offer a wide range of award-winning funds and solutions to meet the needs of clients at all life stages. The ongoing advice and support ensures that our clients achieve their long-term financial goals.
See what our clients have to say
Rachel Legasa
I've been a client of the Financial Fitness Firm since 2004, and I truly value their assistance in showing me how to save money for my retirement. I began to consider my future seriously. Now that I'm retired, I'm happy I found this firm. I have never had a problem with them to this day. The consultants are trustworthy, and I eagerly anticipate our annual review sessions. Because I obtain the excellent financial planning I required, I have never felt alone during the entire time I have been a client of this firm.
Thinus van As
We have been with Financial Fitness since 2004 when a colleague recommended their personal and pro-active approach. We didn't have much then, but felt secure in the knowledge that we received sound advice based on good common sense. Many years later, and we are still supported by the Financial Fitness team through thick and thin. Hanlie is always quick to respond with helpful and clear advice. We highly recommend Financial Fitness!
Ilonka Magalhaes
I have worked with the Financial Fitness team for over 12 years, initially with Vicky and for the last two years with Hanlie. During that time they have assisted me and collaborated with me for all my finance related requirements – short term policies, wills, partnership agreements, offshore account advice, investment advice and management, and general tax advice and assistance.
The advice and assistance I have been given over the years has yielded very positive results. Nothing is too much trouble for the team and I always get very prompt responses and information when it is requested. The Financial Fitness admin team is also very efficient, when liaising regarding forthcoming annual reviews, sending documents for completion or signature etc.
All my dealings with the Financial Fitness team have been extremely professional. I would highly recommend Financial Fitness as a partner for financial advice and services.
Bheki
I was introduced to Financial Fitness via a Wellness Day event at my previous employers (Leaseplan Fleet Management, a subsidiary of ABN Amro). The training and interactions were very useful, particularly the debt elimination part (debtonation, as they called it). Financial Fitness was at pains to explain the Snowball method of eliminating debt and this has worked wonders for me. Further, I engaged them as my financial advisors in 1999 and have never looked back since as they helped manage my investments, which have grown exponentially. Other useful info are the insights that they bring via investment / economy updates and newsletter. I highly recommend Financial Fitness as an advisory outfit.
Alfred Brown
I wish to reiterate our thanks for your guidance and advice over the years. Thanks to the sterling investments and good growth we managed to achieve our objective, thanks to you and the team at Financial Fitness.
Our Trusted Partners
How did we get to where we are?
Financial Fitness was established in April 1996 with the express objective of providing first-class financial education, financial services and offshore investment advice to the South African public.
Looking back, we’re proud to have played a part in greater wealth creation in our country.
Looking back, we’re proud to have played a part in greater wealth creation in our country.
1996 April
Milestone
Financial Fitness Training launches The Easy Way training courses to the Gauteng public.
1997 January
Milestone
Jim Millar interviewed by John Robbie, Martin Bailie and Gareth Cliff.
1997 September
Milestone
We start offering workshops in Cape Town, Durban and Bloemfontein.
1998 January
Milestone
Corporate Training market opened with Anglo American, Barloworld, Eskom and Microsoft.
1998 April
Milestone
We recruit a few young financial advisors and Financial Fitness Services began.
1998 October
Milestone
We are accepted for staff training at Nedbank, Standard Bank, Landbank and the Reserve Bank.
2000 January
Milestone
We survive the Millennium parties and Y2K to begin this century with booming world markets.
2000 February
Milestone
The Unit Trust Fitness Focus is first published, with monthly Buy, Hold or Sell suggestions on the ever-growing list of South African Unit Trusts. We pick many ‘winners’ when they are still ‘beginners’.
2001 November
Milestone
No. 21 Stuart Avenue, Morningside Manor becomes our ‘Head Office’.
2003 March
Milestone
We merged the Pretoria office into Head Office at Morningside Manor.
2004 January
Milestone
The investment client base grows to more than 500 people.
2006 April
Milestone
We celebrate 10 years of wealth plan training to more than 32 000 delegates.
2008 July
Milestone
Our first Model Portfolios (FF Jogger, Runner and Sprinter) are launched.
2011 January
Milestone
Our client AUM grows to R500 million.
2015 June
Milestone
We launch Triathlon IP for JSE-listed equities and Global Marathon IP for global-listed equities.
2015 August
Milestone
Our client AUM grows to more than R 1 billion.
2016 April
Milestone
We celebrate 20 years of helping more than 65 000 delegates grow their wealth.
2016 June
Milestone
Our Model Portfolios (Jogger, Runner & Sprinter) are renamed to Stable, Balanced & Flexible.
2017 August
Milestone
Our client AUM grows to R1.5 billion.
2019 June
Milestone
Our client AUM grows to R 2 billion.
2019 October
Milestone
The Financial Fitness IP Stable fund wins a 3-year top performer Raging Bull Award.
2020 March
Milestone
We launch Investor’s Edge Worldwide Income and Worldwide Equity Model Portfolios.
2020 October
Milestone
Financial Fitness shareholders sell 40% of their holding to Anchor Capital.
2020 November
Milestone
Our first USD portfolio, Global Investor’s Edge, Fund of Funds is launched in Guernsey.
2021 January
Milestone
We launch Global Investor’s Edge Flexible & Balanced Model Portfolios in USD.
2021 September
Milestone
We celebrate 25 years of assisting more than 2 000 investment clients.
2021 September
Milestone
We move to 25 Culross Road, Bryanston.
2023 February
Milestone
Our client AUM grows to more than R3 billion.
2023 July
Milestone
The Financial Fitness brand is refreshed with a contemporary aesthetic.
Financial Fitness wins Three Raging Bulls Awards.
Our Elite Fund Managers Lead the Way
With 2 300 private investors placing their trust in Financial Fitness, it is with great pride that we are able to outperform our peers consistently in delivering the financial returns our clients deserve.
It’s a testament to our relentless pursuit of quality investments. In 2022, we won the following three Raging Bulls Awards:
Tony Bell, Global Marathon IP Fund | Best (SA-Domiciled) Global Multi-Asset Flexible Fund, Risk-Adjusted Basis. Read more.
Rowan Williams-Short, MI-PLAN Enhanced Income Fund – Best SA Multi-Asset Income Fund, Risk-Adjusted Basis. Read more.
Phil Bradford, Portfoliometrix BCI SA Bond Fund | Best SA Interest-Bearing Variable-Term Fund. Read more.
Financial Fitness wins Three Raging Bulls Awards.
Our Elite Fund Managers Lead the Way
With 2 300 private investors placing their trust in Financial Fitness, it is with great pride that we are able to outperform our peers consistently in delivering the financial returns our clients deserve.
It’s a testament to our relentless pursuit of quality investments. In 2022, we won the following three Raging Bulls Awards:
Tony Bell, Global Marathon IP Fund | Best (SA-Domiciled) Global Multi-Asset Flexible Fund, Risk-Adjusted Basis. Read more.
Rowan Williams-Short, MI-PLAN Enhanced Income Fund – Best SA Multi-Asset Income Fund, Risk-Adjusted Basis. Read more.
Phil Bradford, Portfoliometrix BCI SA Bond Fund | Best SA Interest-Bearing Variable-Term Fund. Read more.
Above-average returns at below-average risks.
That’s how we work, for you.
Our Thoughts
Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.
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