You probably don't 'want' a financial plan.

But you probably do want to know you are going to be okay & that your loved ones will be okay.

You probably want to know what actions you need to take now & in the future, to make this more certain.

This financial planning service provides the tools & support to help you achieve precisely that.

The starting point is that financial planning is not about numbers in a spreadsheet or a nice graph showing some hypothetical future cashflows.

Financial planning is the process of bringing all your resources (financial, time, emotional) to bear in the pursuit of a life you want to live. It’s about being intentional and having a solid process that clarifies the action you need to take and allows you to measure and adjust along the way.

Services covered to get you there: Tax Planning. Risk Planning. Investment Management. Retirement Planning. Estate Planning.

Create Order

Create Order - Fine tune your personal finances

Have Purpose

Have Purpose - Financial planning gives your money meaning

Make Progress

Make Progress - Investment management makes it happen

What process you ask?

DOMINIC WHITE, CFA

I am the guy who would partner with you on this journey. I founded this business to provide a service with one aim - To put you in a better position for having used it.

I have a background in investment management in the UK, but the financial crisis taught me that linking investment strategy to personal finances and financial planning is where the real benefit & value comes in. #orderpurposeprogress.

My promise to you:
  • All advice & management I provide to you is designed to help you achieve your objective.
  • All the products included in your solution are what I believe are the best products for the job.
  • I will tell you about any fees I earn from providing this service.
  • I will tell you of any conflict of interest I may have in providing this service.
"We are very happy with how you are managing the portfolio. We have full faith in your ability and I still feel very privileged to have you manage our portfolio. So glad we found you so many years ago."

- Sheryl (Trustee)
"We have found Dominic to be extremely well informed, helpful and very professional during our dealings with him. We are very satisfied with the service he is providing us and would recommend him."

- Paul and Pam (Retired)
"I am very very happy with the interest on my investments. I just wish now that I saved more. I’m really really happy with how you are handling my finances."

-Tessa (Teacher, Artist & Entrepreneur)
"Since I have been working with Dominic I am already in a better place and know I will be in a better place in the years ahead. I just wish I had been introduced to him years ago."

-Jomandie (Dog lover & Motorcycle enthusiast)
"It took me a long time to appreciate what really matters when planning for my family’s future. I wasted so much time paying high charges and receiving little for it, simply because I did not know any better. The honest, caring service backed up by excellent knowledge and skills has delivered results and I recommend that you speak with Dominic at White Investments."

-Andrew (Father & Business Owner)

Ideas about money

From RSA with love – Retail Bonds

Tuesday, April 14, 2026
Do RSA Retail Retail Bonds have a home in your financial plan?
Read More...

Your portfolio is down – What now?

Tuesday, March 24, 2026
Figure out how well your investment strategy is linked to your plan.
Read More...

White Investments is a fully comprehensive financial planning business based on the North Coast of KZN. Founded by Dominic White, CFA, this business has developed service options to suit your needs and wallet as far as possible. Meetings can be arranged in person but most are virtual as we work with people across this beautiful country of ours.