KN Financial Services

Comprehensive Personal and Corporate Financial Planning Solutions

Mission Statement

A long term financial planning practice based on reliability, honesty, integrity, quality and trustworthy professional financial advice and service excellence.

KN Financial Services is an independent licensed financial services provider providing comprehensive personal and corporate financial planning solutions through a dedicated and thorough analysis of your business and personal financial requirements.


Iain MacKenzie (CFP®)

Iain MacKenzie has been in the Financial Services Industry since 1994 as Broker Consultant and Financial Advisor.

Mark Moyes (HDipEd, CFP®)

Mark Moyes has been in the financial services industry since April 1995 in various positions from Broker consultant to Broker Manager to Agency Manager and independent financial adviser and planner.

Lesley Chave

Administrator – Corporate Clients
Retirement Schemes and Medical Schemes
Administration and Support

Shereen Butler (NQF7)

Office Manager
Compliance Manager
Administration and Support

Lisa Bishop

Administrator – Individual Clients
Individual Life and Medical Schemes
Administration and Support

Our Services

Business Assurance

Assessing your business's balance sheets and income statement, performing valuations on your business as well as business restructuring advise to minimise business risk.


Business overhead projection, all facets of partnership and contingent liability assurance.

Retirement Planning

Ensuring provision of adequate capital reserves at retirement in order to maintain an acceptable standard of living in with your retirement income objectives.


Tax Saving through retirement annuities.
Tax Saving through appropriate investments.

Estate And Will Planning

We have the necessary knowledge and experience to provide an estate plan that suits your individual needs and protects your assets. We are experts throughout the processing of drafting wills and registering trusts.


Advising you on potential problems that may arise, dealing with legal issues that may be encountered and ensuring that the Will has been properly executed.

Investment Planning

Wealth creation (growth), wealth protection (capital conservation), income generation (inflation).


Financial portfolio assessments.
Foreign currency investments (offshore allowance).
Unit trusts (collective investment schemes).
Managed portfolio investments (local and offshore)..

Employee Benefits Solutions

Group life, disability schemes and retirement schemes.

Medical Schemes

Medical aid solutions and administration.

We partner with a range of professional product providers.

Contact us

Office Hours

Monday to Thursday 08:00 – 16:00 Friday 08:00 – 15:00




Office Address

Bryanston Gate Office Park, Corner Curzon and Main Road, Block 1, 2nd Floor, Office 1005, Bryanston, Sandton

Postal Address

Postnet Suite 231, Private Bag X033, Rivonia, 2128

Contact Form

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