TAX AND ACCOUNTING:
We are proud to announce the Natfin brand is expanding. We now have a registered tax practitioner and business accountant with more than 6 years’ experience in Taxation and accounting. We can now help with everything from a tax return to your monthly accounting and payroll needs!
FINANCIAL PLANNING AND ADVICE:
We offer a variety of advisory services to our clients. From a basic financial needs analysis to a comprehensive step by step plan that is built around the needs of the client.
ESTATE PLANNING AND WILLS:
From drafting of basic wills to a comprehensive analysis of estate duties and trusts etc.
We have contracts with most of the country’s best Life Insurers, so we can independently shop around for the best possible deal for your specific need.
Our relationship with investment specialist help us to create a focused and detailed investment strategy for the client. Whether saving for retirement or drawing an income post retirement.
SHORT TERM INSURANCE:
With over 20 years of experience in this industry, we aim to give our clients the best possible product for their specific needs whilst trying to get the best possible premiums.
We have a range of employee benefits specialist with whom we consult to make sure your workers are well taken care of.
The word holistic best describes our approach to planning for your future financial needs. What we mean by that is we take your total investment portfolio into account when setting up a plan for each individuals specific needs; even those parts of your portfolio which we do not manage.
Each individual’s situation differs in terms of age, financial standing, dependents, health and their existing investments. So we start by profiling our clients and getting to know their situation.
We act independently, meaning we do not need to sell certain insurer’s products or invest in certain company’s products. This is a huge benefit as it automatically enlarges the investment universe in which our clients can partake. When choosing an investment product or insurance provider we do so objectively.
What we want is a long term business relationship with our clients and a basic requirement for this is a healthy relationship. That is what we will give to you but also what we need from you.
First and foremost; we believe in getting to know our clients very well. In order to give suitable advice we must know each client individually because they all have their own goals and aspirations. Financial Planning is a very dynamic subject and that is why a client’s needs and goals must be identified, because it also is dynamic. One size most certainly won’t fit all.
After getting to know each individual client we start developing a unique financial plan to help them reach their objectives. It is important to acknowledge that a client’s goals might change over time. This is why reviewing our clients’ portfolios on a regular basis is of the utmost importance. During these review sessions we determine whether the financial plan set in place is still suitable to reach the client’s said goals. If not, we need to tweak and/or adjust the parameters to reach the new goal.
To emphasise, the financial planning process is a continuous process. Goals will only be reached if the client and planner walk the road together.
The focus of this document is on Financial Advice and more specific your individual financial plan. Additional information will be made available on request.
We work in partnership with some of the biggest financial service providers in the industry, including:
1st floor, 3rd office,
416 Kirkness Street,
(Parking at Loftus Park Centre)
For any general inquiries, please fill in the following contact form: