In 1984 Trevor Aspeling established the Aliwal Road Group as a small practice offering tax, accounting and financial management services. As the practice grew, additional services such as financial planning, investment consulting, estate planning, wills, trusts, the administration of deceased estates and auditing were added. The Aliwal Road Group is well placed to offer individuals and small to medium sized businesses personalised and complete financial services that are provided by people with the necessary levels of experience and skill. The range of services offered by the Aliwal Road Group is synonymous with its credo "Asset Preservation and Creation". THE TEAM
The Aliwal Road Group is made up of individuals with a range of skills, expertise, knowledge and experience capable of offering its clients an exceptional value added financial service. Without compromising on integrity we commit to securing and growing our clients’ wealth in the long-term. In this way we believe we will guarantee our own success. DIRECTORS / PARTNERS
Trevor Aspeling, AFP™
B. Com (Rhodes), MDCA, Professional Accountant (SA)
In the early 1980s Trevor, in his capacity as senior lecturer in financial management and taxation in postgraduate studies at the Cape Peninsula University of Technology (then the Cape Technikon), was being approached by individuals for help with tax administration and for tax advice. This led to the formation of the Aliwal Road Group. Trevor continues to help clients with the management of the finances and taxes of the firm’s clients, their trusts, close corporations or small private companies. Chris Hanley, AFP™
B. Com (Hons) (UCT), CA (SA)
Chris is a Chartered Accountant and has been with the Aliwal Road Group since 1997. With his previous experience in commerce and industry he is able to offer businesses sound financial and tax advice. Chris is also actively involved in assisting individual clients with their investment decisions and financial planning. In addition he has overall responsibility for our audit division. John Plimsoll, CFP®
B. Com LLB (Stell)
John joined the Aliwal Road Group in 1998 having previously worked for the Board of Executors and the Marriott Group. Using his legal background and trust company experience, John established our trust company division which offers estate planning and will drafting as well as the administration of deceased estates and trusts. He also assists clients with financial planning and investment advice. Richard Fincham, CFP®
B. Comm (Hons) (Stell)
Richard matriculated from Kingswood College in Grahamstown in 1996 and completed a B. Com (Hons) in Business Management at Stellenbosch University. He joined another financial services company in 2005, where he quickly proved himself as a top advisor. He is registered with the Financial Planning Institute of South Africa and holds the CERTIFIED FINANCIAL PLANNER® accreditation, which he studied for and earned through the University of the Free State. Richard joined the Aliwal Road Group in January 2015 and beside his all round financial planning knowledge he adds particular expertise to our offering in the area of risk business being life, disability and income protection insurance.
