Strategic financial planning isn't just about making money — it's about creating new opportunities to increase your wealth & reach your goals.

The aim of strategic planning is more than just managing your savings and investments. It's about helping you plan for a future lifestyle that is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the team at Ogilvy & Haart will you achieve your financial goals by developing a strategy that will work for you, your family and generations to come. 

Ogilvy & Haart will assist you in deciding what you want to achieve and set strategies to help you reach your goals.

How Ogilvy & Haart Can Help You

Achieve your goals

Design a plan that saves and helps your money grow, so you can reach your goals.

Become financially secure

Grow and protect your wealth and look forward to the future with confidence.

Get a better work-life balance

Achieve the freedom to work because you want to, not because you have to.

Become debt free

Pay off your home loan and other borrowings faster — and make debt work for you, not the other way around.

Invest for your kids' future

Make sure you can give your kids the best possible start in life.

Discuss strategies to reduce tax

Use legitimate strategies to reduce all forms of tax payments.

Retire in comfort

Retire when you're ready and enjoy a retirement lifestyle that's worth looking forward to.

Protect your inheritance

Learn how you can protect & pass on your hard earned wealth through the generations.


The correct financial strategy can make a big difference.

No matter what stage in life you are at it is never too early or too late to start planning for your goals and objectives and protecting what you have or what you may have in the future.

Ogilvy & Haart support clients through their changing life stages.

No matter what stage of your financial life your are in, we can help you make the most of what you have!