About us

STRATEGIES PRINCIPLES

  • To serve our clients with honesty, integrity and reliability.
  • To maintain high moral and ethical standards.
  • To build on the existing strengths of Finz Financial Services.
  • To respect the dignity and inherent rights of clients and personnel.
  • To maintain client confidentiality.
  • To promote and maintain the best interests of our clients

At the helm of Finz Financial Services offices in Mayfair, Johannesburg is Nazeer Bulbulia.

Nazeer, a highly seasoned and experienced Medical Aid and Insurance Broker since 1999 believes that rendering excellent, expeditious and honest service is the key to Finz Financial Services success. Regular visits and attendances are provisioned to explain and discuss employer and employees concerns on details of medical aid and insurance contracts and or all queries pertaining thereto.

As a team leader he believes in promoting and upholding good ethical business values, such as, the importance of clients, client service and support, commitment to quality and integrity. Under his watchful mentorship and supervision the dedicated personnel team at Finz Financial Services manage the flawless administrative and networking systems. This is essential for the strategic support of maintaining clients’ policy records, contract reviews, amendments, claims, authorisations and all general administrative information. The entire personnel team are committed to providing the client the very best in service.


Through its innovative and professional approach, Finz Financial Services has developed broadly-based expertise in financial planning. With the reinforcement of close marketing associations, leading insurance companies and financial houses have established a uniquely independent niche in the financial services sector. Finz Financial Services is thus able to offer clients the widest possible variety of medical aid and insurance related products thereby ensuring dynamic flexible planning tailored to specific needs. Over the years, it has become ever more important to ensure a comprehensive and coordinated approach to personal and business financial planning to counteract the threat of high taxation and the relentless erosion of real wealth in an inflationary environment. In an increasingly complex and volatile economy, this is more and more difficult, particularly in view of the proliferation of competing products and services offered by the various insurance and financial institutions. However, by adopting the Finz Financial Services approach and implementing an integrated, balanced personal financial plan, it is possible to save tax, beat inflation and achieve maximum benefits and financial security through medium to long term planning.

Continual commitment to improving quality service

The Directors and Management promote and uphold Best practice Code of Conduct

The rules by which Finz Financial Services operate: Tell the truth; be fair; keep promises; respects the individual and encourage curiosity

 

Finz Financial Services mission is to provide its’ clients the best of service with best quality advice and value at all times.

Finz Financial Services is an Authorised Financial Services Provider FSP No. 25260

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