OUR PAGE IS CURRENTLY UNDER CONSTRUCTION!
Please contact us directly for any queries:
Tel: 087 550 5230
Email: admin@finanz.co.za
And watch this space!
PLAN – INSURE – INVEST / BEPLAN – VERSEKER – BELE:
PLANNING | Financial Planning by CFP Professional — Personal and Corporate – Needs Analyses |
INSURANCE | Short-term Insurance — Personal & Commercial ( including Body Corporate, Industrial, Agri, Transport and Retail ) |
LIFE ASSURANCE | Risk, Retirement and Savings Products |
RETIREMENT | Retirement and Savings – personal and schemes incl Groups |
INVESTMENTS | We give you low cost access to Unit Trusts, ETF’s – with various LISP’s ( major investment platforms ) |
ESTATE | Planning and advice on wills and executors functions. |
MEDICAL AID | Contact us for link to partnership support with medical funds |
We serve clients all over South Africa, from our two main hubs, Pretoria and Hermanus.
Ons verseker die Beste ~ We ensure the Best
Proudly brokers, for 20+ years , for a.o: NEASA ; WD Saayman Attorneys ; Bush Africa Safaris ; Bushmans Rock ; Mystic Monkeys Zoo ; Ellisras H/School ; JustProperty – Vredenburg – Lephalale
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