Our Values: Family, Service, Passion, Integrity, Empower
Our mission is to allow you the best opportunity to build and protect your wealth so that you can experience the benefit of financial freedom for yourself and leave a legacy for your families.
When generating wealth in South Africa, there are structures and mechanisms in place that allow us to build and protect our assets so that we are able to freely live our desired lifestyles.
However, the majority of us are unaware of these structures that are available, and the extent in which they affect our ability to earn income and grow investments. Many consultants do not understand how to gain full benefit from these systems.
FinServe offers key services that will support you in:
- Building Wealth
- Reducing Risk
- Optimizing Estate Planning
- Creating Opportunities
To build wealth, you need an element of freedom. This freedom comes from the ability to reduce or control your own personal and business risk – which ultimately affects your family and working environment. This opens more opportunities as now your financial assets have greater investing power at reduced risk.
FinServe helps You to create a solid foundation on which a higher quality lifestyle can be built. To do this we have developed and packaged a variety of products and services that are creatively unique, where the results are highly effective and extremely beneficial.
Why limit your financial freedom? Why do we place all our wealth at risk before we even have the opportunity to build it? And most importantly – why pay more tax than is necessary? These are the questions that FinServe has successfully solved over the last 7 years.
FinServe Accounting: Trust Accounting, Trust Formation, Trust Administration, Independent Trustee Services and general accounting and tax.
FinServe Education: Provide Education on alternative investment and retirements products (eg: property) and the process of managing and protecting one’s wealth for future generations
FinServe Property: Our unorthodox design offers a real estate service that will remain unmatched for a long time to come, as the expertise within the group allows our agents to be better informed, and our fees substantially less than the typical agency
FinServe Wealth Management: The core service is related to Structured Life Policies that are tax deductible, and not severely eroded by taxes and creditors upon settlement.
