DURBANVILLE FINANCIAL ADVISOR

SUZANNE DU TOIT
 Suzanne  du Toit
Firm Finmax Financial Services
Suburb Durbanville
Address 4 Boreham Crescent, Durbanville, 7550
See Map
GPS -18.645068, 33.844402
FSP Licence 36551
Languages Fully bilingual (Afrikaans and English) (in order of proficiency)
Email
Tel 021 975 1899
Website www.finmax.co.za
Qualifications

B.Com (Stellenbosch)
RE 5 (Above 80% pass)

Class of Business 

 

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Provide holistic financial advice as an independent | Financial Advisor Financial Planning for the whole family and solutions for business owners and corporates
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Glacier Fedgroup Short Term: Auto & General Cross Country (specialist 4x4 and hunters’ insurance) Discovery Insure Frontline TIC (Travel Insurance) Santam Renasa Zurich SHA (Professional Indemnity cover and Cyber Insurance) Admin house (for M&F, Hollard, etc) PPS Short Term Insurance Medical Aid Optivest Health Solutions Isimilo Investments 112 CC Gap Cover: Stratum Discovery

EXPERIENCE

Experienced Financial Advisor with a strong financial background.

16 years of corporate experience(financial department and HR, focus on reporting and remuneration and benefits) and 5 years in the financial services industry.

 

 

ABOUT FIRM

Finmax Financial Services is an independent financial services provider based in Durbanville, Western Cape. We can assist you with personal financial planning, corporate financial planning (including employee benefits), short term insurance as well as life-, disability-, dread disease cover. Our associates will be able to assist you with estate planning, the setup of trusts and wills. We also have various investment options to make provision for retirement or to invest post retirement. We offer more than just good service, but excellent tariffs with equally good cover and benefits.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: not specified
LATEST NEWS AND VIEWS

As parents, our key role is to nurture and provide for our children’s needs and to teach them how to do things for themselves. You can do this by providing a quality education that opens up career opportunities and increases their future earning potential.

 

HERE'S FOUR TIPS TO HELP YOU SAVE FOR THEIR FUTURE

  • GIVE THEM THE GIFT THAT GROWS

Instead of giving your children expensive gifts, opt to give them smaller presents and top up their education savings or other investments with the rest.

  • TEACH THEM THE VALUE OF TIME

Encourage your children to save a portion of all the money they receive to save toward a goal. They’ll see the big difference even small savings can make over time.

 

  • CHAT TO YOUR OLDER CHILDREN ABOUT THEIR TUITION OPTIONS

Good academic performance could qualify you, children, for reduced school fees, bursaries or even full scholarships. This would help to ease the financial burden on both of you.

  • SET A GREAT EXAMPLE

One of the most important lessons that a child can learn is how to handle money sensibly. Use your household budget as an example, to show them how you balance your income with your expenditure, savings and investments every month.

 

 

 

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