long term insurance

In our quest to render proficient advise and professional service we take utmost care in establishing clients’ needs and tailor individual or group medical aid and insurance packages accordingly.

At Finz Financial Services we are cognisant of the importance of financial planning and are geared to provide and cater for diverse services in the areas of:

RETIREMENT PLANNING

  • Company Pension Funds
  • Individual Retirement Annuities
  • Provident Funds

PROTECTION PLANNING

  • Family Protection
  • Medical Aid
  • Hospital & Disability Insurance
  • Keyman Insurance
  • Partnership Insurance

TAX PLANNING

  • Reducing tax on Investment Income
  • Reducing personal Income Tax
  • Deriving tax free benefits
  • Calculating & providing for Income Tax

ESTATE PLANNING

  • Wills
  • Estate Planning
  • Reducing estate duty
  • Cash for estate duty

INVESTMENT PLANNING

  • Increasing investment income
  • Achieving investment balance

PROJECT PLANNING

  • University education funds
  • Home acquisition
  • Bond repayments

Contact our office today

Finz Financial Services for Long and Short Term Insurance Discovery Medical Aid Momentum Hollard Insurance

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

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