Foreign Currency Services

Nowadays clients need international exposure

Currency transfers are needed for a number of reasons:
  • for investments in hard currencies
  • for opening an international bank account in which to hold a foreign currency as protection against the volatility of the Rand or for off-shore investing
  • for maintaining international banking facilities for travel and for family members who live or study abroad (for instance to support their travel to South Africa)
Finfocus recently entered into an agreement with Currency Partners to take on the burden of currency transfers for our clients. This includes managing the administration involved; obtaining tax clearance certificate from SARS for international investments as well as opening foreign bank accounts for clients.

If you need this service, please click here for direct access to Currency Partners and experience how they can simplify your currency transfers.
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Dr Sjarlene
Thom CFP®
sjarlene@finfocus.co.za

Qualifications

BA, BA Hons (English); Secondary Teacher’s Diploma (STD); BA Hons (Latin); BA Hons (Greek); MA (Latin); DLitt (Greek); Post Graduate Diploma in Financial Planning (US); CFP®, General Tax Practitioner (SA)™.

Background

Sjarlene has taught at Stellenbosch University for many years. She served as a member of the University council, was a trustee of the University provident fund (USAF) and member of the University committee for medical aid and insurance. Professionally she came late to the financial planning environment, but the enthusiasm for numbers and matters financial has always been there. She has joined the Finfocus team initially as advisor in 2013. Most recently she has shifted her focus to administrative support for Finfocus management. As part of Finfocus X-tra Client Services outreach she is available to help with administrative assistance also to clients. She is passionate about getting the job done, whether to provide regulatory documentation or as general support for management.

Sjarlene is married to Johan Thom and they have two children, Mia and Niël. The family enjoys cooking together, with some members being more gifted in this direction than others. Sjarlene loves reading, travelling, entertaining and walking.


Antoinette
Coulson
antoinette@finfocus.co.za

Background

Antoinette has more than 30 years’ experience in the life assurance industry. She spent the first 28 years with corporates and the past two at independent financial adviser firms.

Her past experience at large life assurers has given her valuable insight in how to deal with product providers, financial advisers and clients. She has a passion for client service and it is key to her to deliver such good service that clients will always remember it.

She is the mother of two and the grandmother of three.