Finfocus Financial Planners (Pty) Ltd

No. 22 Oewerpark, Rokewood Avenue, Stellenbosch, Stellenbosch, ,South Africa
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Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk and was joined by Callie Snyman in August 2003. They were four experienced and professional CERTIFIED FINANCIAL PLANNER® practitioners with established practices and were all formerly employed by Old Mutual – Amy as an Executive Financial Adviser, Fanie and Callie as Sales Team Managers and Advisers and Schalk with experience as a Broker Consultant and Adviser.

Amy van Niekerk became the Managing Director and Dr Gerhard S van Niekerk, a retired Managing Director of Old Mutual SA, became the first Chairman of the Finfocus Board and they held these positions until August 2018 when Schalk van Niekerk took over as Managing Director. Under Gerhard van Niekerk’s guidance Finfocus developed sound business policies, processes and practices which we still hold dear and which have become an ingrained part of our company culture.

Six Steps of Financial Planning

We strive to render apt advice and a professional service to our clients. For this reason, we apply the Financial Planning Institute’s recommended 6 steps in financial planning. The application of the process ensures that we will comply with the stipulations of the FAIS legislation.

1. Establishing and defining the professional relationship

Finfocus advisers' Letters of Introduction and the Service Agreement between Finfocus and you, as client, form the basis of the professional relationship involved and the services that can be delivered.

2. Gathering of relevant information and determining needs and goals

During a personal interview, your financial goals, needs and priorities are determined and discussed. Finfocus' Financial Needs Assessment Form, together with the collection of documents as required by legislation (FICA), a general questionnaire and a determination of your investment profile all form part of this section.

3. Analysis and evaluation of the client's financial status

Here we often use sophisticated computer programmes. The comprehensiveness of the analysis depends on the type of analysis and services you require.

4. Development and submission of a financial plan with recommendations and alternative proposals, as needed

A personal report and plan is compiled following the analysis and information provided by you. Proposals will be made as well as explanations of the implications and costs of implementation. Where needed, alternative proposals will be made. All this is done to enable you to make an informed decision. After discussion, or at your request, the plan can be adapted.

5. Implementation of the proposed recommendations

You and your adviser agree on how and when the plan will be implemented and which recommendations should enjoy the highest priority. Your adviser assists with the implementation, can serve as co-ordinator of the process and as the link with other professionals, such as attorneys and auditors.

6. Monitoring of the recommendations and reviewing of the plan

You and your adviser agree on how the plan will be monitored and how frequently it will be revised.

Value Proposition

Finfocus is a proudly independent people driven business that focuses on the unique needs of our individual clients.

  • We treat our clients as individuals with emphasis on their unique needs, dreams and aspirations.
  • We therefore have a holistic approach to financial planning and wealth creation.
  • We not only give advice but combine it with comprehensive client service and continuous client engagement and review.
  • We believe in building trustworthy and long term business and client relationships.
  • We embrace regulation that supports treating clients fairly and promotes ethical and responsible advice and business practice, such as FAIS (the Financial Advisory and Intermediary Services Act) and TFC (Treat Customers Fairly).
  • We believe in empowerment through knowledge for both staff and clients.

At Finfocus fees are transparent and reasonable for the services rendered. Our fees will not always be the cheapest, but, in line with our client centric culture, definitely not the most expensive either. We truly believe in treating our clients fairly and therefore charge fees that we would be willing to pay for service we expect for ourselves.

We only partner and hold contracts with selected, established and well-governed FSB licensed financial services providers.

At Finfocus our clients’ financial and emotional well-being is key.

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Hours

Monday : 8:00 am - 4:30 pm

Tuesday : 8:00 am - 4:30 pm

Wednesday : 8:00 am - 4:30 pm

Thursday : 8:00 am - 4:30 pm

Friday : 8:00 am - 4:00 pm