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ABOUT US

Adfinity Financial Services is an authorised financial services provider (FSCA no. 2758), dedicated to protecting and increasing the wealth of South Africans at every stage of their lives. Because we’re independent and aligned with leading financial business partners, we’re able to offer a comprehensive portfolio of financial solutions that fit the unique profile of our individual and business clients.

VISION

To be the trusted provider of holistic financial advice.

MISSION

Our mission is to create trusted partnerships with our clients by actively managing their financial objectives in order to secure their financial independence.

VALUES

We strive to always Do the Right Thing through our company values of

Transparency
Accountability
Integrity

COMPREHENSIVE HOLISTIC SOLUTIONS FOR INDIVIDUALS AND BUSINESSES

Fundamental to the success of your financial future is a financial advisor that understands your objectives and challenges. We provide financial solutions and services to a broad range of individuals, From those who have just received their first pay-cheque, to those securing their family’s future, providing for their retirement, or investing in local and offshore markets. And we do the same for businesses – from SMME’s to complex family entities.

Compliance Icon - About Page - Adfinity
Compliance Icon - About Page - Adfinity

COMPLIANCE & ACCREDITATIONS

COMPLIANCE & ACCREDITATIONS

We are committed to high ethical standards of business practice to ensure our clients the best level of service. We comply with all FAIS legislative requirements and regular external audits are conducted by Moonstone Compliance (Pty) Ltd, approved by the Financial Sector Conduct Authority (FSCA). Read more in our corporate governance documents: POPI | Complaints Resolution Policy | Conflict of Interest Management Policy

HOW DO WE PROTECT YOUR INTERESTS?

Our financial advisors are authorised by the Financial Sector Conduct Authority (FSCA). We accept responsibility for financial services rendered within agreed mandates and hold professional indemnity insurance on behalf of all our financial advisors.

We have heart Icon - About Page - Adfinity
We have heart Icon - About Page - Adfinity

WE HAVE
HEART

WE HAVE HEART

THE PROJECTS WE SUPPORT INCLUDE:

Protea Retirement Home

James Hose Jr 6d58t6uzt5m Unsplash

SAME Foundation

Same Logo Aug2016 Noback

www.samefoundation.org.za

Adfinity GO GREEN Drive

Use of technology in our daily operations to reduce our carbon footprint

Melkbosstrand Beach Clean Up

Go Green

Donations to the National Sea Rescue Institute (NSRI).