My Services

Comprehensive Financial Solutions

Holistic Financial Planning

Create a personalised roadmap for your financial future.

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Risk Management and Income Protection

Protect your income, your family and everything you've worked hard to build.

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Retirement Wealth & Investment Management

Grow your wealth through disciplined long-term investment strategies, and short-term investment goals

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Legacy & Estate Planning

Protect your loved ones and leave a meaningful legacy behind.

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Business Assurance Solutions

Financial strategies designed specifically for business owners.

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Employee Benefit Solutions

Financial strategies designed specifically for Company Employees

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Over 20 Years of Industry Experience

Why Work With Winona Thompson?

Winona brings more than two decades of experience in financial services together with a strong commitment to building long-term relationships with her clients.
Her qualifications and experience provide businesses with professional guidance when considering employee benefit structures, while her personal approach ensures the people behind the policies are never forgotten.

20+ Years of Experience

Extensive experience within financial services and financial planning.

Qualified Financial Planning Professional

Postgraduate Diploma in Financial Planning Law (NQF8).

Personalised Solutions

Recommendations based on the needs and objectives of your organisation.

People-Focused Approach

Financial solutions designed to provide meaningful benefits to the people who make your business possible.