Finfocus

planning

Planning

We render a professional service by applying the Financial Planning Institute’s recommended 6 steps in financial planning.

 

planning

Investing

We structure your investment portfolio according to your personal needs and goals, as well as your personal investment profile.

 

planning

Advice

Our advice is not related to the marketing of a specific product or product provider, thereby ensuring that your best interest is looked after.

 

man-on-yacht

Retirement

Our focus is on saving and investing for a carefree and independent retirement.

 

Financial services provider

finfocus-puzzles

Financial services provider means any person, other than a representative, who as a regular feature of the business of such person:

  1. furnishes advice; or
  2. furnishes advice and renders any intermediary service; or
  3. renders an intermediary service.

Finfocus Financial Planners (Pty) Ltd is an authorised Financial Services Provider, licence number 4134. The company is licensed at the FSB (Financial Services Board) to render financial services and advice and is regulated under the Financial And Intermediary Services (FAIS) Act.

 

 

 

 

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Our Mission

Is to build long-term relationships with our clients by offering continuous and focused financial services according to their personal financial needs.

Contact Us

1st Floor Cluver Markotter Building
Cnr Church & Bird St
Stellenbosch
7600