YOUR BUSINESS
Operating in the business environment is challenging. Meeting clients’ needs, budgeting, managing cash flow and meeting the challenges to be a relevant player. This often results in limited time for your most valuable resource: your employees.
Adfinity, also being a SMME, understands these challenges. We therefore developed a unique service offering that will enable you to spend your time on your core function/s and letting us take care of the rest.
WE OFFER 3 SPECIALIST SERVICES:
Let’s unpack each of these and unlock the benefits it offers to your business
Our corporate services offering aims to address the following key issues:
- Managing debt levels and securities
- Loss of key staff members
- Proper exit strategies for shareholders
- Unlocking share value
- Investing cash and long term capital
Our services will address the following.
- Securing the future and continuation of the business
- Minimising the disruption in the business
- Securing the value of your business in the event of death/disability of shareholders/directors
- Offering succession planning strategies
- Retaining the key employees of the business
The above value is unlocked by putting the following solutions (risk cover and savings) and contracts in place:
- Buy-and-sell agreements
- Key person risk
- Debt recovery plan
- Deferred compensation with share options
- Supporting your business plan with the necessary product/service provider contracts
- A savings and investment strategy to optimise the current cash on hand
Where do we start?
Adfinity will do an independent assessment of your needs and the products that are currently in place. This will be done by a team of legal and financial advisors, utilising the latest business assessment software. After the assessment we will generate a report which will enable us to assist you in prioritising your needs. We will implement the necessary solutions and contracts whilst you can continue with the day-to-day management of your business.
Contact us today for business assessment at mybusiness@adfinity.co.za
Whether you have an existing product or looking for a new option, we believe that, as companies evolve in the marketplace, so do their employees’ financial needs. From starting off as a young employee with limited financial needs, staff members’ needs change over time and reviewing their current requirements is essential.
The challenge is that SMME’s do not have the time to manage this, although it could secure key staff retention and play an important role in supporting your employees.
Adfinity offers a tailor-made, integrated solution for your business, which includes:
- Conducting an employee assessment to identify their needs and report back to management.
- Independent product research and due diligence
- Presenting appropriate solutions
- Implementing the solutions
- Managing payroll integration
- Handling/facilitating new staff take-ons and exits
Our Preferred EB Partners are: Momentum, Sanlam, Old Mutual and Allan Gray.
With Adfinity’s help, you can change from being in a position of possibly losing key staff members, to creating trusted and safe relationships with your employees that will ensure their retention.
Contact us on info@adfinity.co.za.
Adfinity, also being a SMME, understands that staff members need more than just a pay cheque. Building healthy employer-employee relationships is key to the success of your business and the relationships that your staff members have with your clients.
SMME’s employees are often faced with personal financial issues for which their HR department simply does not have the capacity. Some of these issues can be managed proactively by means of a financial wellness program. Some of our product partners do offer such programmes to demonstrate that they are truly invested in their employees’ wellbeing. To complement such wellness programmes, Adfinity offers financial planning workshops for employees. These workshops are personalised, taking your staff members’ unique requirements and financial skill levels into account.
Topics that are covered in the workshops include:
- Drawing up a budget
- Dealing with debt
- Planning for their family’s future financial needs
- Savings and investment options
- Retirement planning (incorporating employee benefits)
- The importance of a will and estate planning
- Understanding income tax
These workshops can be held at your office, a private venue or via online platforms.
Personal consultations with staff about creating a custom-made financial planning roadmaps for themselves, can be done on employee request.
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
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Visit the “Informed” portal on our website for product and market information
PARTNERSHIPS
To optimise our client services and negotiate fee reductions, we partner with a network of pre-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
TECHNOLOGY
Adfinity believes in optimising our service offering by using technological integration. We operate with secure cloud – based CRM and Financial Planning Platforms from where we are able to access and manage your portfolio from anywhere, at any time.