Our Mission is to create long-term partnerships with clients by actively managing their financial objectives to maximise their financial freedom.
About Us
Adfinity Financial Services is an Authorised Financial Services Provider (FSB No. 2758) dedicated to protecting and increasing the wealth of South Africans at every stage of their lives. Because we’re independent and aligned with leading financial Business Partners, we’re able to offer a comprehensive portfolio of financial solutions that fit the unique profile of our individual and business clients.
Our Mission is to create long-term partnerships with clients by actively managing their financial objectives to maximise their financial freedom.
Holistic Solutions for Individuals and Businesses
Fundamental to the success of your financial future is a Financial Advisor that understands your objectives and challenges. We provide financial solutions and services to a broad range of individuals. These include those who have just received their first pay-cheque, to those securing their family’s future, providing for their retirement, or investing in local and offshore markets; as well as businesses – from SMME’s to complex family entities.
Compliance & Accreditations
We are committed to high ethical standards of business to ensure the best service levels to our clients. We comply with all FAIS legislative requirements and regular external audits are conducted by Moonstone Compliance (Pty) Ltd, approved by the Financial Services Board.
How do we protect your interests?
Our Financial Advisors are authorised by the Financial Services Board (FSB). We accept responsibility for financial services rendered within agreed mandates and hold professional indemnity insurance on behalf all of our Financial Advisors.
We have heart.
The projects we support include:
For the young – Somerset Hospital Children unit:
An annual donation to the Somerset Hospital Children’s Unit
For the elderly – Protea Retirement Home
Gift packs for all residents and staff of the The Protea Retirement Home during festive season.
For nature – Adfinity GO GREEN:
Use of technology in our daily operations to reduce our carbon
footprint. In 2013 we managed to recycle paper equivalent to three trees.
For humanity – donations to the National Sea Rescue (NSRI)
Donations towards rescue equipment, fuel and maintenance. The rescue crew are volunteers at 35 Rescue bases countrywide, who respond 24/7/365 to save South African lives.
Our Mission is to create long-term partnerships with clients by actively managing their financial objectives to maximise their financial freedom.
Our services for financial peace of mind on your life’s journey include:
Personal Portfolio Administration
Retirement Planning
Retirement Planning
Personal Risk
Will and Estate Planning
Tax Planning
Business Protection and Planning
Employee Benefits
Financial Consulting & Strategy
Asset Protection
