GPS coordinates: lat: -33.881992 - lng: 18.526485
Fin-Wise
Address:
Summer Greens Drive, 7441 Cape Town
Telephone:
087 941 6562
Fax:
021 552 0772
Description
We understand the importance of trust between a Client and Financial Advisor and ultimately strive to achieve this by associating ourselves with trusted brands such as Old Mutual, Sanlam, PPS and many more.Our Advisors are all qualified in accordance with FAIS legislation which includes continues development through formal training programs thus ensuring appropriate advise relevant to current Tax and other relevant legislation.
Client’s risks are mitigated by following our 5 step approach to creating wealth.
Keywords
Business Insurance, Life Cover, Vehicle Insurance, Medical AidsCompany description
Finwise is an accredited Old Mutual Franchise based in Century City Cape Town with a branch in Durban. Our Financial Planners are specialists and well trained to ensure a professional service to our clients. We understand the importance of financial planning and ensure all risks are comprehensively addressed by performing a personalised financial needs analyses on each client ultimately aimed at mitigating immediate and longterm risks. Our Franchise considers compliance as a critical success factor and which is managed through highly trained and experienced administrative staff and effective systems.Our product range offered to clients are amongst others; affordable funeral cover, disability cover, critical illness benefit and life insurance.Our knowledge and experience of the insurance and finance industry, allows us to specialize in a wide range of products for every age and class thus offering you the best solution unique to your needs.
The Finwise Old Mutual Agency has a collective of successful Financial Advisors based in Cape Town, Paarl and Durban with an extensive understanding of the business, thus enabling them to offer good quality services in many areas relating to the insurance and financial industry but with special reference to:
• Personal and Business Risk Assessment and Profiling
• Investment and Retirement Planning
• Estate and Retirement Planning
Wealth creation strategies are designed through in depth consultations and following our five-step approach to achieve your personal financial goals.
Contact us at info@insurancesconnect.co.za to schedule an appointment with one of our Financial Advisors.
Service Areas
Cape Town, Johannesburg, Pretoria, KZNSpoken languages
English, Afrikaans
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