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Ansfin Consulting Services

Providing financial advice to Corporate's and Individuals

We strive to provide the best financial planning to our individual and corporate clients by optimizing their portfolios by ensuring that each of their financial products meet their needs in full.

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We are a team of CFP Professionals who provide honest and quality advice.

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let us optimize your portfolio!

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Risk Planning

Death, Disability and Dread Disease

Ensure you are covered in the event of death, disability and dread disease. By having sufficient cover, you can ensure that you and your family are not impacted financially due to a life changing event.

Short-Term Insurance

Personal and Commercial

Value is our goal here. Let us do a quote for you. Our aim is to provide the most comprehensive cover at a reasonable premium to ensure you have peace of mind.

Investment Planning

Short term to Retirement

It will be our pleasure assisting you in cultivating your wealth. There are many ways to grow your investment portfolio and we look forward to assisting you in constructing the optimum portfolio.

Medical Aid

Personal and Corporate

Choosing the right medical aid plan can be a tedious task. Let us guide you in choosing a plan that will meet your needs. Anywhere from a Hospital Plan to a Comprehensive day-to-day Plan, we'll guide you.

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Estate Planning

Wills and Trusts

Death in a family is an emotional roller coaster. In these times, it goes smoothly as possible when planned ahead. A Will is of utmost importance as this is your "voice" after you have passed away. We will assist you to draft your Will and take care of your estate.

Tax Planning

Individuals and Corporates

Don't lose out on tax benefits you may be entitled to. We use a variety of tax consultants who we will gladly refer you to. Contact us for more info.

Employee Benefits

Pension, Provident and Group Risk

Your employees are your most valuable assets. Provide them with value in their salary packages and at the same time enjoy great tax benefits and an increased employee retention rate.

Budgeting

Money Management

Money management is important for everyone, from the single person ready to start their journey to the person who is about to retire. Contact us for a consultation to construct a budget to assist you towards your financial freedom.

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©2018 by Ansfin Financial Services.
Ansfin Financial Services (Pty) Ltd is an authorized financial services provider. Licence No. 49710

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