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In Addition to our Financial Plans, AFSAFIN also offers the following services

Investment Strategies

  • Did you set your investment Goals?
  • Do you understand market risk?
  • How will you grow and preserve your Wealth?
  • AFSAFIN gives you access to numerous investment platforms and brokerage account types, so we can help you build a portfolio designed to help you achieve your financial goals.
  • Insurance

  • Can you afford to lose your income?
  • Can you afford to lose your assets?
  • Will you be able to pay your Bills?
  • Taxes

  • Did you know that it is legal to avoid taxes by doing proper tax planning but that it is illegal to evade taxes?
  • Let us help you plan your taxes!
  • What investing strategies are you using to manage your taxes?
  • Estate planning & Trusts

  • Let us help you to minimise the cost in your estate to insure your wishes will be upheld and your legacy will live on.
  • When was the last time that you updated your will?
  • Will your loved ones be provided for?
  • What about funeral costs?
  • Cash & Liabilities

  • Do you have funds available in an emergency fund?
  • Do you know what the difference between bad and good debt is?
  • What interest rates are you paying on your credit cards, personal loans, overdrafts, etc.?
  • Do you have a debt redemption plan?