Thank you to Shenaye and Wally for always being there and for the good advice given over the years. Thanks again for helping out with my new car insurance, was quick efficient and seamless.Highly recommend to deal with Elite Financial Planning.

Excellent support from both Wally and Shenaye.Always willing to offer cover suited for you, which shows how much they care about their clients.10/10 - would recommend.

I have been using Elite for all my financial needs for awhile now, couldnt ask for a more Professional, responsive, helpful and friendly service. I have recommended colleagues who have had the same good experience with Elite.

I have been with this company since 2010 and I have always received sterling service. If I need information etc, I receive it promptly. What a pleasure to deal with this company. My policy is in great hands. Thank you Tannyth for your great service, professional and always friendly no matter how many questions I have.

Wally and Shenaye of Elite Financial Planning have been amazing in assisting us. They are efficient and knowledgeable and have kept us informed throughout the whole process of acquiring our new policies and ensuring that we receive the best cover and value for money.

Our experience with Elite Financial Planning has been nothing short of excellent. Their team have always treated us like family and gone above and beyond to assist us over the years. We have felt very valued in all aspects of our business relations with EFP.

EFP has been amazing and always sending constant updates. Professional and courteous. My requests are met in a timeously manner and encourage anyone to just get a quote to start the process and see why i rate EFP 5 stars.

I have been a client to Elite Financial Planning Services for more than 5 years and the service has been excellent. My experience with Elite made me to learn that their staff go beyond their standard call of duty to help a client and will not give up until a client is satisfied. Thank you so much Elite for the splendid service.

It has been a real pleasure working with Wally, Shenaye and the team over the past few years. Their professionalism, efficiency and knowledge are exceptional. I am very thankful to have this proactive, dedicated team taking care of my finances.

It is seldom that service and professionalism integrate with personal friendship, yet Wally, Shenaye and Tannith have done so without effort and created an excellent financial and planning environment. When I have had an issue with some of the insurers, Wally has taken up my fight personally and ensured that my grievances are met at the highest level. A reassuring level of service indeed.

Client care, professionalism etc. top notch!!Some people deserve more than just a Thank You, Wallys team are so helpful. Not many people have the privilege to work with someone as caring and understanding as you, I am grateful for that. Lovely bunch of people who provide excellent advise and service, Im grateful to have Shenaye as my mentor.

We have been with @WallyBodin - Elite Financial Planning Services for many years. Wally through his knowledge and expertise in the industry delivers the best advice at all times. The Elite team are extremely helpful and always go the extra mile. I am proud to be associated with Wally, Shenaye and the Team. Thank you.

To be honest, Wally, your team is often annoying due to their efficient nature of conducting business. Not only has one just sent the docs required for update, quotes, info.....ECT, and ping, here is the reply. Many businesses around could take a leaf out your book, offering superb all round service. ELITE FINANCIAL PLANNING, a pleasure to be associated with you.

We have been dealing with Wally, Shenaye and their team for ten years now. We have found them to be extremely knowledgeable and professional, always finding time to give sound advice. Whenever paperwork needs to be done, Shenaye is possibly the fastest and most efficient person we know. We would highly recommend their services. Thank you EFP!

30 plus years ago I introduced Wally to the financial planning industry. Ive worked with him and known his business from inception.Wally, Tannyth and team are just what you need for help with your financial planning needs- they are knowledgeable, caring and professional, with a client-first attitude.

Wally and his team have always had their clients best interest at heart. They strive for excellence. Wally and the Ladies run a tight ship and are very professional.

I have occupational insurance with FMI and in January I had a very severe burst fracture to my 2nd cervical vertebrae. I could not work for 5 months and then when I started going back to my practice as a chiropractor, I started with just 2 patients a day until over a few months I was seeing almost back to my usual patient numbers a day. FMI were exceptional, I was fully covered and when I went back to work they carried on paying a good portion of my cover until I was seeing a substantial number of patients again. I was so impressed with how professional, timely, helpful and caring my case was dealt with on a monthly basis. I just want to thank Bronwyn Riekert for her exceptional handling of my case and my financial planners, Wally and Shenaye, at Elite Financial Planning for being there every step of the way to facilitate the process when I was healing from a major head trauma and unable to type. If I hadnt had my income and practice overheads fully covered it would have broken us financially. So grateful Elite Financial Planning walked me through having this cover!!! THANK-YOU Wally!!!!

The Elite Financial Team are amazing! Would really recommend them. Always willing to help and go the extra mile!

This is a family business that always has its clients best interests at heart. A lovely bunch of people who provide excellent advice, keep up to date with the legislation and product offerings and really go the extra mile for their clients.

Top-tier service provider, excellent communication and support.A major value add for anyone needing professional guidance and advice from real people who care! Highly recommend !!

A financial planning business in the heart of North Durban dealing with medical aids, life assurance and investment planning.

Professional and efficient service!

A Durban North based financial planning practice owned by Wally Bodin who has been a financial advisor since 1988. This family owned business has family as one of its values when it comes to advising their clients. EFP covers ALL aspects of financial planning including the drafting of Wills as part of their Fiduciary Services.

Great service and advice!