Providing tailored financial advice and solutions since 2003

Trusted and proudly independent since 2003, we provide comprehensive financial planning services to help you achieve your goals. Partner with us for a brighter financial future.

Our history

Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk.   Callie Snyman joined them in August 2003. They were four experienced and professional CERTIFIED FINANCIAL PLANNER® practitioners with established practices. All were formerly employed by Old Mutual – Amy as an Executive Financial Adviser, Fanie and Callie as Sales Team Managers and Advisers and Schalk with experience as a Broker Consultant and Adviser.

Amy van Niekerk was the Managing Director from 2003 till August 2018 and was succeeded by Schalk van Niekerk.  Dr Gerhard S van Niekerk, a retired Managing Director of Old Mutual SA, was appointed as Chairman of the Finfocus Board in 2003 and still holds that position. Under his guidance Finfocus developed sound business policies, processes and practices.

Finfocus is a Financial Services Provider that offers a holistic financial planning service to our clients. Our service and approach is client-centric, enhancing both the financial and emotional well-being of our clients. Our advisers strive to give  professional and appropriate advice based on our clients’ needs and are supported by our client focused administrative staff.   We service all clients, both nationally and internationally, from our offices in the beautiful historic town of Stellenbosch in the Winelands of the Western Cape.

Our value proposition

Our team can help you to invest wisely and to achieve financial success, by developing a tailored investment plan and tax efficient structures that align with your financial goals.

Finfocus is a proudly independent, people-driven business that focuses on the unique needs of our clients.

We treat our clients as individuals with an emphasis on their unique needs, dreams, and aspirations. That’s why we have a holistic approach to financial planning and wealth creation. Not only do we give advice, but we also combine it with comprehensive client service and continuous client engagement and review. Our belief is in building trustworthy and long-term business and client relationships. We embrace regulation that supports treating clients fairly and promotes ethical and responsible advice and business practice, such as FAIS (the Financial Advisory and Intermediary Services Act) and TFC (Treat Customers Fairly). Empowerment through knowledge is what we believe in for both staff and clients.

We hold contracts with selected, established, and well-governed FSCA-licensed financial services providers.

At Finfocus, your financial and emotional well-being is key.

Sustainability as a business

In order to meet our clients’ expectations and live up to our value proposition, we have to ensure that Finfocus remains a sustainable business.  Our transparent fee structure is reasonable and aligned with our sustainability goals.

We employ dedicated professional staff. Our current advisers have combined industry experience of more than 150 years. To ensure business sustainability and succession planning, we continue to employ young professionals. Young colleagues are mentored by senior staff and continuous development, training and up-skilling of all staff form part of our company’s culture.