HOLISTIC SOLUTIONS FOR INDIVIDUALS AND BUSINESSES
Fundamental to the success of your financial future is a partner that understands your vision, is swift to take action, proactive to meet your goals, delivers with integrity and confidentiality, and keeps abreast of new developments within the entire financial environment.
Adfinity Financial Services provides solutions to all those requiring financial freedom. From a first pay cheque, asset accumulation and financial family planning to retirement, investments and business financials – ranging from SMME’s to complex family heirloom businesses.
PORTFOLIO ADMINISTRATION
- Our Process & Service Offerings
- Personal Consulting
- Will and Estate Planning
- Investments & Savings Strategies
- Retirement Planning
- Personal Tax Planning and Administration
YOUNG PROFESSIONAL
The earlier you set financial goals, the sooner you’ll reach financial freedom.
Take control of your finances today and you will reach your financial goals sooner.
Fundamental to the success of your financial future is a partner that understands your vision, maintains integrity and confidentiality, is available to answer your questions, proactive to ensure your goals are always being met and up to date with what is happening in the financial markets.
We are aligned with well known leading financial Business Partners and are thereby able to offer a comprehensive portfolio of financial solutions that fit your unique profile.
HOLISTIC SOLUTIONS FOR YOUR FAMILY
Plan for your family’s future and leave a legacy for them.
Take control of your finances today and you will reach your financial goals sooner.
Fundamental to the success of your financial future is a partner that understands your vision, maintains integrity and confidentiality, is available to answer your questions, proactive to ensure your goals are always being met and up to date with what is happening in the financial markets.
BUSINESS MATTERS
Adfinity Financial Services provides solutions for investments and business financials – ranging from SMME’s to complex family heirloom businesses.
Fundamental to the success of your financial future is a partner that understands your vision, maintains integrity and confidentiality, is available to answer your questions, proactive to ensure your goals are always being met and up to date with what is happening in the financial markets.
We are aligned with well known leading financial Business Partners and thereby able to offer a comprehensive portfolio of financial solutions that fit your unique profile.
PLANNING TO RETIRE?
ARE YOU PLANNING YOUR RETIREMENT OR ALREADY RETIRED?
Make sure your money today is there for your tomorrow.
Take control of your finances today and you will reach your financial goals sooner.
Fundamental to the success of your financial future is a partner that understands your vision, maintains integrity and confidentiality, is available to answer your questions, proactive to ensure your goals are always being met and up to date with what is happening in the financial markets.
SAVINGS AND INVESTMENTS
Adfinity Financial Services offers an independent range of savings and investment solutions. We do a full due diligence on the products, investment platforms and underlying funds for the client. We offer short, medium and long term investment solutions in the local and global markets. Adfinity Financial Services also operates on a performance remuneration model which ensures active participation in the entire investment process. Let’s save and invest.
CLIENT LOGIN
One convenient portal to login to manage your investments online. To protect your personal information keep your login details secure and once you are complete with a login session, we recommend: log out of your account and close your web browser.
ADVISOR LOGIN
One convenient portal to login to manage your investments online. To protect your personal information keep your login details secure and once you are complete with a login session, we recommend: log out of your account and close your web browser.