YOUNG AND PROFESSIONAL
Entering the world of employment comes with unique challenges and opportunities. Taking ownership of your life roadmap can be a challenging task that requires important decision-making. One of the main objectives is to secure your financial independence by mapping your own, unique financial strategy. We live in a world filled with options, products, information, and opinions. This can lead to frustration, confusion and uncertainty about where to start. Access to reliable information is therefore crucial in your decision-making process.
Adfinity Financial Services understands these challenges. We can provide you with a sound partnership by becoming your portal to independent, integrated, and ongoing information and advice. With more than 100 years’ of collective industry expertise, the utilisation of the latest technological support, and partnerships with qualified industry specialists, we believe that we can add value by assisting you in creating the most suitable financial strategy for your unique needs.
Become a smart thinker today – well informed, confident in the decisions you make and with a clear roadmap to secure your financial independence.
Click here to read more about the process we follow to create a workable plan for you.
Connect With Us
For your convenience, we offer you a variety of options to engage with us, which ranges from a visit to our office or phone us, to making use of technology such as online meeting platforms, e-mail and WhatsApp.
STAY INFORMED
Sign up for our monthly market and industry newsletter
Visit the “Informed” portal on our website for product and market information
TRANSACT WITH US
We support a transaction platform that offers paperless solutions. This contributes to reducing our carbon footprint. You have the option to transact directly with the product provider or let us do the administration for you.
TECHNOLOGY
Adfinity believes in optimising our service offering by using technological integration. We operate with secure cloud–based CRM and Financial Planning systems from where we access and manage your portfolio from anywhere, at any time.
PARTNERSHIPS
In order to optimise our client services and negotiate fee reductions, we partner with a network of FSC-approved service and product providers, which include:
- Risk: Discovery, BrightRock, PPS, Sanlam, Liberty, Old Mutual, Momentum, Hollard & FMI
- Saving and Investment: Allan Gray, Ninety One, Coronation, Satrix etc.
- Forex trade: Currency Partners
REPORTING & REVIEWING:
We make sure that we regularly review your financial planning roadmap to ensure that it stays relevant and makes provision for any changes in your circumstances since your previous portfolio review. Review meetings take place during a pre-determined month, as per our service level agreement with you. By making use of an integrated CRM system and advanced financial planning software, we generate a consolidated portfolio feedback report for you which will include various possible scenario planning options.
We will start by formalising a workable plan for you, with clear goals that can be measured.
To enable us to provide you with the most effective financial strategy, we must know as much as possible about your current financial situation. When you set up an appointment with us, we will ask you to complete information questionnaires such as:
- Personal information sheet
- Personal budget sheet
- Personal risk assessment (Evaluate your risk appetite with regards to investing)
- A list of your current and future assets & liabilities
- Personal saving and investment assessment
All your personal information will be treated in the strictest confidentiality, in accordance with POPI legislation.
To view our POPI Policy, please click here.
Schedule a consultation with one of our advisors to discuss our recommendations, set goals and formalise your financial plan. Your consultation with an advisor can be in person, or via an online platform (MS Teams/Zoom/WhatsApp).
Click here for detailed information about all the communication options we offer.
Based on the outcome of your consultation, we will agree on an the most suitable implementation management strategy for you.
Adfinity will take joint ownership with you of the process by:
- Doing all required product and fund due diligence
- Overseeing all administrative actions required by product and/or service providers
We will schedule regular review appointments with you to ensure that your strategy remains on course and makes provision for any changes that may occur in your circumstances.