|•||We treat our clients as individuals with emphasis on their unique needs, dreams and aspirations.|
|•||We therefore have a holistic approach to financial planning and wealth creation.|
|•||We not only give advice but combine it with comprehensive client service and continuous client engagement and review.|
|•||We believe 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).|
|•||We believe in empowerment through knowledge for both staff and clients.|
At Finfocus fees are transparent and reasonable for the services rendered. Our fees will not always be the cheapest, but, in line with our client centric culture, 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 for service we expect for ourselves.
We only partner and hold contracts with selected, established and well-governed FSCA licensed financial services providers.
At Finfocus our clients’ financial and emotional well-being is key.