Reflect Financial Services
Financial Services - Cape Town, Western Cape, South Africa
Reflect Financial Services Employees
Reflect Financial Services Details
Reflect Financial Services is an independent financial services group registered with the Financial Sector Conduct Authority (FSCA) and the Financial Intelligence Centre (FIC). Reflect was found in 2012 and has been licensed with the FSCA (Formerly the FSB) since 2013. Our organisation is owned and managed by professionals with a wealth of experience in the financial services industry.Reflect Financial Services comprise of Reflect Brokers (Pty) Ltd and Reflect Asset Management (Pty) Ltd - an authorised Financial Services Provider (FSP 44478). Reflect Financial Services focuses on providing Banking, Investment and Insurance solutions to both individual and institutional clients. Reflect has a national footprint with clients across South Africa.Our objective is to provide simplified solutions to our clients and deliver world class service. As an independent financial services group, representing various banks, insurers and investment houses we are able to truly objectively advise and always act in the best interests of our clients.Our approach to delivering financial services ensures that we are involved in every step of our clients' decision making process. This is achieved as we execute on our approach and the different stages of financial planning, which include:• Knowing our client,• Collecting key information,• Conducting a thorough analysis,• Proposing a tailored solution,• Implementation and• Continuous portfolio review to ensure best results and relevancy.Our values drive our decisions.
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