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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
- 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
Parenting For Brain,
Sa Financial Planners,
Honeyguide Financial Services,
Stewards Investment Capital,
Elite Financial Planning,
Ultima Financial Planners (Pty) Ltd,
Kapow Comics,
Mariva Advisory (Pty) Ltd,
Pwm Wealth,
Finbofs Dot Com.
FINPAS (Financial Portfolio Advisory Services CC)'s categories are Financial Services
FINPAS (Financial Portfolio Advisory Services CC)'s founding year is 1994
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Top FINPAS (Financial Portfolio Advisory Services CC) Employees
-
Gwynnaeth Schloms
Financial Advisor At Finpas (Financial Portfolio Advisory Services Cc)
Durban, Kwazulu-Natal, South Africa, South Africa -
Tony Harper
Certified Financial Planner With 30 Years Experience And Owner Of Finpas, An Independent Financial Advisory Company Specialising In Fee-Based Advice…
Durban, Kwazulu-Natal, South Africa, South Africa1finpas.co.za -
Leigh Zweers
Finpas Cc - Client Protection. Financial Direction.
South Africa, South Africa1finpas.co.za
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