YOUR FAMILY
Whether you are a young married couple or have your own family, this phase of your life comes with its own challenges, frustrations and unexpected events. Trying to find the time to keep up-to-date and informed about current financial affairs can also be difficult. The transition to becoming a provider for more than just yourself is rewarding, but can also feel a bit overwhelming. The big question becomes: Will I be able to provide for my family? Along with increased responsibilities comes a decrease in personal time. Finding a balance between work, family and time for yourself is often a challenge.
Adfinity Financial Services understands these challenges. Most of your staff members also have families and face similar challenges. We would like to partner with you on this challenging journey and appoint a dedicated FSCA-accredited financial advisor and portfolio administrator to you. We will assist you in drafting a workable financial roadmap and prioritise your needs. We make recommendations, implement your strategy, and monitor its progress to ensure that you reach the desired outcome: securing the financial independence of your loved ones. We keep up to date with market movements and product trends and will keep you informed about relevant legislation and new product trends.
Adfinity’s integrated service offering can assist you by:
- Taking over all your financial planning administration responsibilities
- Assessing and adjusting your personal risk cover where needed
- Implementing and monitoring your local and offshore savings and investments
- Securing your estate with a workable estate plan and will
- Preparing and submitting your tax returns
- Keeping you informed and up to date
The benefits of this integrated service offering will leave you with more time for yourself and your family, peace of mind and the comfort of knowing that you are not alone in taking on these responsibilities of life.
Click here to read more about the process we follow to create a workable plan for you.
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
Sign up for our monthly market and industry newsletter
Visit the “Informed” portal on our website for product and market information
TRANSACT WITH US
We support a transaction platform that offers paperless solutions. This contributes to reducing our carbon footprint. You have the option to transact directly with the product provider or let us do the administration for you.
TECHNOLOGY
Adfinity believes in optimising our service offering by using technological integration. We operate with secure cloud–based CRM and Financial Planning systems from where we access and manage your portfolio from anywhere, at any time.
PARTNERSHIPS
In order to optimise our client services and negotiate fee reductions, we partner with a network of FSC-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
REPORTING & REVIEWING:
We make sure that we regularly review your financial planning roadmap to ensure that it stays relevant and makes provision for any changes in your circumstances since your previous portfolio review. Review meetings take place during a pre-determined month, as per our service level agreement with you. By making use of an integrated CRM system and advanced financial planning software, we generate a consolidated portfolio feedback report for you which will include various possible scenario planning options.
We will start by formalising a workable plan for you, with clear goals that can be measured.
To enable us to provide you with the most effective financial strategy, we must know as much as possible about your current financial situation. When you set up an appointment with us, we will ask you to complete information questionnaires such as:
- Personal information sheet
- Personal budget sheet
- Personal risk assessment (Evaluate your risk appetite with regards to investing)
- A list of your current and future assets & liabilities
- Personal saving and investment assessment
All your personal information will be treated in the strictest confidentiality, in accordance with POPI legislation.
To view our POPI Policy, please click here.
Schedule a consultation with one of our advisors to discuss our recommendations, set goals and formalise your financial plan. Your consultation with an advisor can be in person, or via an online platform (MS Teams/Zoom/WhatsApp).
Click here for detailed information about all the communication options we offer.
Based on the outcome of your consultation, we will agree on an the most suitable implementation management strategy for you.
Adfinity will take joint ownership with you of the process by:
- Doing all required product and fund due diligence
- Overseeing all administrative actions required by product and/or service providers
We will schedule regular review appointments with you to ensure that your strategy remains on course and makes provision for any changes that may occur in your circumstances.