A COMPREHENSIVE RANGE OF SOLUTIONS FOR INDIVIDUALS AND 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 about ensuring 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.
OUR PROCESS & SERVICE OFFERINGS
Adfinity Financial Services provides solutions to all those requiring financial freedom. We do this for you – from your first pay cheque to asset accumulation and family financial planning to retirement, investments and business financials – and for businesses, ranging from SMME’s to complex family heirloom businesses. Take control of your finances today and you will reach your financial goals sooner.
Each client’s portfolio is stored and administered on a secure, centralised system. A personal portfolio administrator is appointed to each client. Our services give you financial peace of mind on your life’s journey, and include:
Personal Financial Planning
- Investments & Savings Strategies
Personal Risk Management
Will and Estate Planning
Business Protection and Planning
Click on the category that best suits your current needs
Tracking all portfolio activities
Implementation of new products and strategies
Maturities instruction on existing products
Switching between funds and administrators
Change of personal information when required
Storage of Financial Needs Analysis / FICA documents
A consultation is conducted by an appointed FSCA accredited financial advisor. Each advisor, with their administrator, will attend to a limited number of clients. Clients can select the number of consultations required per year as part of their service agreement.
The set agenda we follow:
Personal portfolio overview
Recommendations regarding existing financial planning strategies
WILL AND ESTATE PLANNING
We strongly believe that the integration of the estate planning forms part of a comprehensive financial plan.
Drafting of an executable will
Free storage wills
Structuring of trusts and maintenance thereof via our business partners
PERSONAL RISK MANAGEMENT
As part of our portfolio management function, we offer a comprehensive personal risk assessment.
Special attention is given to the following areas:
Debt settlement strategy in the event of death or disability
Income provision to support families in the event of death or disability
Educational provision for children
Emergency medical costs
INVESTMENTS & SAVINGS STRATEGIES
Adfinity Financial Services offers an independent range of local and international savings and investment solutions. We do rigorous 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.
Investment and saving goals can include:
Wealth creation for the next generation
Meeting your short term goals
Make sure the money you have today is there for your tomorrow.
Special focus is placed on setting realistic and sustainable retirement goals and we actively manage solutions to optimise the client’s retirement lifestyle.
The following aspects are addressed:
An inflation-beating investment strategy
Set clear income and capital goals
Post-retirment cash flow
Pre- and post-retirement tax planning
PERSONAL TAX PLANNING AND ADMINISTRATION
In order to optimize your tax benefits of income and investment portfolios, we offer an integrated personal tax service, which includes:
Tax effective strategies report (Taking latest changes in legislation into account)
Submitting tax returns via SARS E-filing
Scanning and storing of all documents
Handling of tax queries and SARS audits
Adfinity Financial Services provides investment and business insurance solutions, ranging from SMME’s to complex family businesses.
A holistic financial plan succeeds in building wealth by taking into account investment, tax and legal implications.
Audit of existing or possible new company EB (Employer Benefit) and Assurance contracts
Adfinity takes a unique view on the provision of EB benefits. Our offerings do not just include the implementation of an EB scheme. We believe that we need to play a role in uplifting your staff. We offer a comprehensive financial skills upliftment program that includes the following:
Dealing with debt
Overview of the EB benefits
Overview of other financial products (Funeral plans, Life cover, Endowments, Collective investments, Educational Saving plans and Retirement annuities
The importance of having a will
Advanced investment models are also available to more senior staff and executives that include:
Strategic asset allocation options
Local and offshore investments
The drafting and/or regular review of the following:
Key person insurance
Partner and shareholder exit strategy and financing
CLIENT & 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 complete a login session, we recommend logging out of your account and closing your web browser.