Finfocus Financial Planners (Pty) Ltd

Our value proposition

Our team can help you to invest wisely and to achieve financial success, by developing a tailored investment plan and tax efficient structures that align with your financial goals.

Finfocus is a proudly independent, people-driven business that focuses on the unique needs of our clients.

We treat our clients as individuals with an emphasis on their unique needs, dreams, and aspirations. That’s why we have a holistic approach to financial planning and wealth creation. Not only do we give advice, but we also combine it with comprehensive client service and continuous client engagement and review. Our belief is 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). Empowerment through knowledge is what we believe in for both staff and clients.

We hold contracts with selected, established, and well-governed FSCA-licensed financial services providers.

At Finfocus, your financial and emotional well-being is key.

Our Services:

• Risk Management
• Wealth Creation
• Foreign Currency
• Business Risk and Employee Benefits
• Estate Planning
• X-tra Client Services
  • Get specialised assistance for tax returns, trust administration, will updates, executorship, and estate administration with Finfocus X-tra Client Services.