FINANZ

FINANZ KONSULTANTE CC 2000/023129/23 is a registered Financial Services Provider with the FSCA , registration number #16282
Finanz holds agreements with various top insurers, life and short-term, investment companies and medical-schemes, to support client’s needs with a variety of best choice products. All detail of compliance and disclosure documents as well as full company profile available on request.
Our Admin and base office is no longer based in Pretoria ( as for the past 26 year ), recently added Hermanus Office in 2015.

PLAN:
We offer a professional certified financial planner (CFP®), optimally structuring your estate for the benefit of your loved ones, and solutions for your personal and business financial planning needs.

• PERSONAL NEEDS
  Financial Needs Analyses
  Savings and Retirement planning
  Estate planning, advice on wills and executor’s functions.
• CORPORATE NEEDS
  Shareholders and Buy-and-Sell Agreements
  Insurable interests and contingent liability

INSURE:
Insurable interests and contingent liability