“ Your future is yours to create ”

Value Proposition

Value Proposition
Finfocus is a proudly independent people driven business that focuses on the unique needs of our individual clients.

• 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.
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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.