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We can help you meet your future with confidence

Are you going through major financial changes and it is impacting on your finances?
Why don’t you leave it to our experts to figure out the best “Plan” for your financial life?

Our experts can help you answer some of the following important questions:

  • Would your family be able to pay bills and day to day expenses if something happens to you or your income?
  • Are you investing to save taxes?
  • Will you have enough guaranteed or stable income to cover your fixed income now and in retirement?
  • Have you considered consolidating bad debt to maximise income as savings towards your retirement goals?

Let us help you feel confident about your financial future — regardless of your current situation.

AFSAFIN Financial Services has helped numerous clients to achieve their financial goals with advice that is implemented strategically, adopted to your specific situation, and realistically executed.
Once implemented we monitor your success by engaging in regular reviews and on-target check reports.
9/10
AFSAFIN clients say that their adviser gives them a greater sense of confidence that they will achieve their Financial Goals!
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At AFSAFIN all our experts work together to give you unbiased ONE on ONE and ongoing, direction and advice. We believe that success is about building relationships with our clients.

An AFSAFIN financial advisor team specialist will listen to your financial objectives and dreams, create a personalised financial plan, and track your progress over time, helping you make changes along the way. We don’t just say it, we do it!

COMPLETE OUR FINANCIAL CONFIDENCE QUESTIONNAIRE

  • Liquidity & Liabilities
  • Liquidity & Liabilities
  • Risk & Asset Protection
  • Taxes
  • Investments & Retirement Planning

PROVIDE US WITH ALL YOUR FINANCIAL DATA

  • Personal Details
  • Assets
  • Liabilities
  • Goals

WE DEVELOP A PLAN FOR YOUR APPROVAL

  • Risk & Estate Plan
  • Budget Plan
  • Debt Redemption Plan
  • Retirement Plan
  • Wealth Plan

WE MAKE SURE YOUR WILL AND OTHER IMPORTANT DOCUMENTS ARE ALL IN ORDER

  • Last Will
  • Power of Attorney
  • Living Will
  • Family Trust
  • Business Trust

WE TRACK YOUR ONGOING PROGRESS AND ADJUST WHERE NEEDED

  • Monthly
  • Quarterly
  • Annually
  • On Request
  • Ongoing
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More, than the selling of products!

Most companies offer products or investment management services. We take a holistic approach to all areas of your Financial Life. Our advisors offer much more. We believe in relationships and our step by step comprehensive financial planning approach is at the core of your relationship with an AFSAFIN financial advisor.

Financial planners in the industry generally offer services with the intention to sell policies or investment products. We however take a holistic view and will not recommend any insurance or investment product without doing a Comprehensive Financial Plan.

Most companies offer products or investment management services. We take a holistic approach to all areas of your Financial Life. Our advisors offer much more. We believe in relationships and our step by step comprehensive financial planning approach is at the core of your relationship with an AFSAFIN financial advisor.

WE ARE INDEPENDENT and with a combined experience of almost 50 years Our Company is one of the industry’s leading Wealth Planning & Wealth Management Companies. With our unique approach to Financial Planning and our excellent track record, we are well positioned to help you build, manage and protect your wealth. More importantly, our way of planning and our step by step processes lays the foundation for a highly successful long-term partnership with you.

Our Partners