Planning for life, Not just for money.
At Elite Financial Planning, we believe that true financial planning starts with understanding you.
We’re not traditional advisers — we’re Global Life-Centred Planners.
Before we recommend any products or solutions, we take the time to get to know you, your goals, and your family. Because great financial advice isn’t just about returns — it’s about building trust and helping you live the life you envision.
“Trust is the glue of life. It’s the most essential ingredient in effective communication.
It’s the foundational principle that holds all relationships” – Stephen M.R. Covey.
We Are Global Life-Centred Financial Planners
Purpose Before Product
Life-centred planning starts with understanding who you are — your values, goals, fears, and the life you want to live — before ever discussing products or investments. The focus is on clarity of purpose, not on financial instruments.
Financial Planning as a Life Tool
Money is seen as a means to an end, not the end itself. Life-centred planners help clients align their finances with the outcomes that matter most — such as freedom, security, legacy, and meaningful experiences — enabling them to live well now and in the future.
Deep and Ongoing Relationships
This approach builds an ongoing partnership, not a once-off transaction. Advisors act as guides through life’s transitions — career changes, retirement, family growth, health challenges — ensuring your financial plan adapts as your life evolves.
Emotional and Financial Wellbeing
True wellbeing blends the emotional and the financial. Life-centred planners help clients manage financial stress, improve decision-making, and gain confidence — fostering a sense of control, balance, and peace of mind.
Our Values Are Based On The Following
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We will always consider the spouse and children when planning for a client.
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We strive to create a culture of mutual trust between ourselves and the client.
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We make every client feel that they are just as important as any other.
Elite Financial Planning partners with Amity Investment Solutions, a trusted Discretionary Fund Manager (DFM), to oversee the professional management of our clients’ investment portfolios. Amity provides model portfolio management, market research, and disciplined investment oversight, ensuring that every portfolio is managed with expertise, transparency, and consistency.
This collaboration allows Elite Financial Planning to focus on what matters most — building life-centred financial plans — while Amity manages the technical precision behind our investment strategies.
Our Goals Are
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We pride ourselves in high levels of service thereby ensuring that every client feels that they receive every bit of value from their experience with us.
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We aim to have a happy and respectful workplace.
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EFP constantly evaluates ties with the institutions and associations it partners with and works in collaboration with them to the benefit of clients to ensure that EFP is recognized as a key roleplayer in the industry.
Who We Are
Wally Bodin | Financial Planner
Wally Bodin has an advanced diploma in financial planning and has been in the financial planning industry since 1988, first as a tied agent and then as an independent adviser since 1993.
He prides himself in the fact that he is fully independent with no ties or loyalty to any investment or life assurance company. He is passionate about finding the right product matched for the clients right needs.
Wally is the senior member of the business and handles investment and risk business. He loves spending time with family, partaking in the sport of canoe ocean racing, and serving others.
Tannyth Palmer | Financial Planner
Tannyth has an advanced diploma in financial planning and has been in the financial planning industry since 2011. She is passionate about the insurance and investment industry.
Tannyth heads up our healthcare division but also enjoys dealing with the investment and risk side too. She loves spending time with her family, reading a good book and a good glass of wine.
News
Elite Financial Planning Launches a New Website — and Strengthens Its Commitment to Life-Centred Advice
Elite Financial Planning Launches a New Website and Strengthens Its Commitment to Life-Centred Advice. Elite Financial Planning has unveiled its newly designed website — a modern, client-focused digital space that reflects its philosophy of Life-Centred Financial…
James & Lindiwe, Durban North
“What stood out to us about Elite is how much they care about our life goals, not just our money. Every meeting feels like a conversation about what matters most to us as a family — and the financial plan simply follows from there. We’ve never felt more supported or understood.”
James & Lindiwe, Durban North
“What stood out to us about Elite is how much they care about our life goals, not just our money. Every meeting feels like a conversation about what matters most to us as a family — and the financial plan simply follows from there. We’ve never felt more supported or understood.”