Finfocus


We offer continuous and focused client services in the following areas...


Services

Investment & Lifestyle Planning and Management

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WE FOCUS ON:

  • Planning and saving for a care free retirement
  • Investment structuring, advice and management at retirement
  • Investment and lifestyle management post retirement
  • Structured savings for special needs and goals
  • Planning for school and study expenses
  • Analysing existing investment portfolios and restructuring if necessary
  • Structuring of personal investments and trust assets for tax effectiveness

 

 

 

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Personal Risk Planning and Management

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We offer personalised analyses aND Risk Planning IN THE EVENT Of:

  • Death
  • Disability
  • Severe Illness

 

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Short Term Insurance

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We offer personalised analyses about Short Term Risk Planning for:

  • Domestic insurance (household contents, buildings, vehicles, personal items
  • Commercial insurance (all facets of the commercial business)
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Business Assurance

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We offer personalised analyses aND Risk Planning IN THE EVENT OF:

  • Death and disability of shareholders, partners and key employees

 

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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