FINPAS (Financial Portfolio Advisory Services CC)
Financial Services - Durban, KwaZulu-Natal, South Africa
FINPAS (Financial Portfolio Advisory Services CC) Employees
FINPAS (Financial Portfolio Advisory Services CC) Details
WHAT FINPAS DOES1. We administer and manage people's financial lives and act as their financial conscience and coach.2. We are the client's financial advocate who ensures outcomes and expectations are matched in a complex commercial world.3. We do not sell products – they are only available by prescription.FINPAS PHILOSOPHYOur company is a social and economic phenomena. Success is not about numbers, but about how we:* Interact* Respond to change* Ensure creativityFINPAS MISSION STATEMENTOur purpose is to:* Protect* Preserve &* Enhanceour client's lifestyle by applying:CLIENT CARE WITH FINANCIAL FLAIRWe are an INDEPENDENT financial planning practice that offers FEE BASED comprehensive financial planning.This would cover: Estate planning (Wills & Trusts), Risk Planning (Death, Income protection, Dread disease, Medical aid), Investment planning (SA and Offshore), Retirement planning (RA, Pensions, Annuities) Project planning (budgets, car, home, education)We subscribe to the 6 steps financial planning process and ethical code of putting our clients first.More details about this can be found at the website: www.fpi.co.za
