FINPAS (Financial Portfolio Advisory Services CC)

WHAT FINPAS DOES 1. We administer and manage people’s financial lives and act as their financial conscience and coach. 2. We are the client’s financial advocate who ensures outcomes and expectations are matched in a complex commercial world. 3. We do not sell products – they are only available by prescription. FINPAS PHILOSOPHY Our company is a social and economic phenomena. Success is not about numbers, but about how we: * Interact * Respond to change * Ensure creativity FINPAS MISSION STATEMENT Our purpose is to: * Protect * Preserve & * Enhance our client's lifestyle by applying: CLIENT CARE WITH FINANCIAL FLAIR We are an INDEPENDENT financial planning practice that offers FEE BASED comprehensive financial planning. This would cover: Estate planning (Wills & Trusts), Risk Planning (Death, Income protection, Dread disease, Medical aid), Investment planning (SA and Offshore), Retirement planning (RA, Pensions, Annuities) Project planning (budgets, car, home, education) We subscribe to 4 steps in the financial planning process and ethical code of putting our clients first. More details about this can be found at the website: www.finpas.co.za