Transcript Document

FINPAS
“It All Begins with a Plan”
Authorised Financial Service Provider
Who We Are:
FINPAS is an independent financial practice situated in Durban,
comprising of a team of staff dedicated to assist all your financial
planning needs.
Tony Harper
(Owner & Certified Financial Planner)
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Tony is an independent practitioner who has more than 27 years of experience
with assisting clients with their financial planning on both a personal and
corporate level.
Tony was past National Chairman of the Life Committee for the Insurance
Broker Council of SA.
He has been admitted as a member of the FIA (Financial Intermediary
Association) and FPI (Financial Planning Institute).
He holds a post graduate NQF7 qualification in financial planning and is a
registered professional Certified Financial Planner.
What we do
• Fact Finding Interview
• Budget & Balance Sheet Reviews
• Analysis of existing portfolios
• Prioritising intentions & objectives
• Providing a written Personal Guide
Specialised Services
• We highlight any areas of concern
• Quantify objective solutions
• Provide recommendations covering:
– Estate Planning (Including Wills & Trusts)
Tax Planning (Tax Avoidance)
– Investment Planning (Including Offshore)
– Project Planning (Education, Car, Home)
– Retirement Planning (Reliable Income)
– Protection Planning (Including Medical Aid)
Why you should choose FINPAS
• Our practice offers a total holistic approach and
will cover all of your personal financial needs.
• “It’s not about us” - Its about bringing life to your
money, and stopping money excuses from
allowing YOU to live and experience true
freedom.
• We are an intimate business group that believes
in getting to know their clients and developing a
close lifetime relationship with them.
In Closing
We believe that our business is not just
about financial gain but about seeking a
close and beneficial relationship with our
clients.
When we give someone our time, we give a
portion of our life that will never come
back. Our time is our life!
At FINPAS we believe that the best gift we
can give to our clients is our professionalism
and the knowledge that we have their best
interests at heart.
Thank you
Mary Chelini