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BUSINESS PARTNERS

Adfinity Financial Services is aligned with specialist authorised financial service providers that adhere to the highest levels of compliance and performance. Product providers are approved by the Financial Sector Conduct Authority (FSCA) and subject to ongoing due diligence processes.

Our business partners enable us to offer the most comprehensive portfolio of solutions that fit the unique profile of any individual or business client.

Risk Product Providers

Sanlam
Old Mutual
Brightrock
Liberty Life
Discovery
Momentum
PPS
FMI
Hollard

Linked Investment Administrators

Glacier by Sanlam
Allan Gray
Momentum Wealth
PPS Investments
Old Mutual Wealth
Investec
Discovery Wealth

Insurance Investment Product Providers

Sanlam Stratus
Old Mutual Max
Liberty Excelsior
Discovery Invest
Momentum Investo

Collective Investments

After ongoing due diligence, we build a tailor made investment strategy for you. We also apply a true diversified strategy to all investment outcomes

Active Funds
Passive Funds
Boutique Funds

Stock Brokers

Sanlam Private Wealth
FNB Securities
Investec Securities

Medical Cover

Accredited Partner:
Medical Benefit Advisors (MBA)

Medical Aid Accredited:
Discovery Health, Genesis, Medihelp, Momentum Health

GAP Cover:
MBA – Download PDF