Our policies
At Perspective Advisory, transparency and accountability are at the heart of our service. As a premier boutique financial advisory firm, we uphold policies that protect our clients, promote awareness, and ensure every engagement is guided by fairness and integrity.
Conflict of Interest Policy
We disclose and manage any potential conflicts to ensure our advice remains objective and in your best interest.
Complaints
We provide a clear and accessible process for raising and resolving concerns fairly and promptly.
PAIA Manual
We comply with the Promotion of Access to Information Act, ensuring openness and lawful access to company records where applicable.
TCF Policy
Our Treating Customers Fairly framework ensures every client experience is rooted in respect, clarity, and accountability.
Cookies Policy
We explain how cookies are used on our website to enhance your browsing experience and protect your privacy.
Privacy Policy
We safeguard your personal information with strict confidentiality and compliance with data protection regulations.
Get in touch
Find out how we can help you change your financial health perspective, today.
From medical aids, investments, risk assessments to insurance, Perspective Advisory have the experience to help you or your business achieve financial wellness.