|Firm||Finmax Financial Services|
4 Boreham Crescent,
|Languages||Fully bilingual (Afrikaans and English) (in order of proficiency)|
|Tel||021 975 1899|
Class of Business
|Life and Disability|
FOCUSProvide holistic financial advice as an independent | Financial Advisor Financial Planning for the whole family and solutions for business owners and corporates
OTHER COMPANIES REPRESENTED
Auto & General
Cross Country (specialist 4x4 and hunters’ insurance)
TIC (Travel Insurance)
SHA (Professional Indemnity cover and Cyber Insurance)
Admin house (for M&F, Hollard, etc)
PPS Short Term Insurance
Optivest Health Solutions
Isimilo Investments 112 CC
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.
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.
|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
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
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.
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.
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.
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.