About Us
Welcome to Divi Financial Planning, where your financial aspirations become our mission. We are a dedicated team of financial experts committed to guiding you on your journey towards financial success and security. With years of industry experience and a passion for empowering individuals and families, we’re here to provide you with personalized strategies that make a real difference in your financial life.
Our vision is a world where everyone has the tools and knowledge to achieve their financial dreams. We believe that financial well-being is a right that should be accessible to all.
Our team consists of experienced financial professionals who are not only well-versed in the complexities of personal finance but also deeply committed to understanding your unique goals, challenges, and aspirations. Our vision is a world where everyone has the tools and knowledge to achieve their financial dreams. We are driven by the desire to see our clients transform their financial challenges into opportunities, and we’re here to guide you every step of the way.
Our Team
Rehaan Whitfield
Chief Executive Officer
Angela Charlton
Chief Planning Officer
Axel Farrow
Account Manager
Evolving with Monitoring and Rebalancing
Your financial voyage is an ongoing process. Regular evaluations of your mutual fund investments are pivotal to ensure alignment with your objectives. Fluctuations in market values necessitate periodic rebalancing for optimal risk and return management.
Get STarted With A Free Consultation
From retirement planning, investment strategies, tax optimization, to estate planning, we offer bespoke solutions tailored to your unique circumstances.