Sustainability

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. We employ professional and qualified staff to deliver the services and such staff should be remunerated accordingly. Our fees will therefore not always be the cheapest, but definitely not the most expensive either. We truly believe in treating our clients fairly and therefore charge fees that we would be willing to pay ourselves for the same service.

A sustainable business must be able to rely on depth of experience. But we must also be able to look towards the future and employ and develop young professionals on a continuous basis to ensure business contingency. At Finfocus senior staff are committed to mentoring younger colleagues, continuous development and training and up skilling of all staff.
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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.