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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 41 Lynn Avenue, Glenashley,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.finpas.co.za
- Keywords
- Independent Fee Base Advice, Comprehensive Financial Planning, Comprehensive Annual Reviews, 30 Years of Financial Planning experience.
- HQ
- DURBAN, KZN
Finpas (Financial Portfolio Advisory Services Cc) Questions
Finpas (Financial Portfolio Advisory Services Cc)'s website is https://www.finpas.co.za
Finpas (Financial Portfolio Advisory Services Cc)'s LinkedIn profile is https://za.linkedin.com/company/finpas
Finpas (Financial Portfolio Advisory Services Cc) has
4 employees.
View email and phone details for 4
employees at Finpas (Financial Portfolio Advisory Services Cc).
Finpas (Financial Portfolio Advisory Services Cc)'s industry is
Financial Services
Finpas (Financial Portfolio Advisory Services Cc)'s top competitors are
Stewards Investment Capital,
Parenting For Brain,
Sa Financial Planners,
Pwm Wealth,
Kapow Comics,
Mariva Advisory (Pty) Ltd,
Ultima Financial Planners (Pty) Ltd,
Finbofs Dot Com,
Honeyguide Financial Services,
Elite Financial Planning.
Finpas (Financial Portfolio Advisory Services Cc)'s categories are Financial Services
Finpas (Financial Portfolio Advisory Services Cc)'s founding year is 1994
