We strive to render apt advice and a professional service to our clients. For this reason we apply the Financial Planning Institute’s recommended 6 steps in financial planning. The application of the process ensures that we will comply with the stipulations of the FAIS legislation.
Six steps of Financial Planning
Holistic approach to Financial Planning
We believe that a holistic approach to financial planning enhances the emotional and financial well-being of the client.
Personal financial planning and management can be grouped as follows:
Value proposition and remuneration structure
The classification of Finfocus’ clients depends on the magnitude of the initial and ongoing advice fees that are received and
commission that arises from risk business. Neither short-term insurance nor medical aid fund commission is considered
here.
