FINPAS
Licensed Financial Service Providers
FINPAS CC is an independent, accredited financial practice situated in Durban.
Our committed team is dedicated to holistic financial life planning.
WHY US?
You will benefit from our collective professional wisdom, equating to over 100 years of financial planning experience.
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You will be encouraged and coached to realise and reach your personal dreams.
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You will feel secure in our welcoming and attentive environment, where we prioritise YOU.
Finance fascinates us, but people are our passion!
WHAT WE OFFER
We use a comprehensive approach in our financial planning advice and coaching,
making sure to cover all of your unique and personal financial needs.
It is not about us! - We want to bring life to your money and stop money excuses from limiting how you live, assisting you on your path to true financial freedom.
ESTATE
PLANNING
Wills & Trusts, Leaving a Legacy
TAX PLANNING & STRUCTURING
Tax Savings & Avoidance
INVESTMENT PLANNING
Onshore & Offshore
PROJECT
PLANNING
Education, Car & Home
RETIREMENT PLANNING
Secure & Reliable Income
PROTECTION PLANNING
Insurance & Medical Aid
CLIENT FEEDBACK
You continue to give wonderful advice, no matter where in the world you are! Thank you!!!!
Thank you so much for your wise counsel, and for the advice.
Flic Blakeway
It must be said that our girls have been very fortunate to go to good schools and have the opportunity to go to university and follow their dreams. Most of this being afforded through the proceeds from my mother's trust, a vehicle started by Tony and administered by you all. So a big thanks to all at Finpas!
Patrick Weirich
We saw the lovely dynamite Gwyn and she has sorted us out in the most professional and efficient manner possible. Happy and contented!
Leigh is ultra efficient and always up for a joke and a good laugh - and Mary. In fact everyone in the office is an absolute pleasure to deal with and you can guarantee a welcoming smile to greet you at the front door. Thanks Tony!
Sandy & Tony Taylor
We are enormously grateful for the cheerful assistance and prompt response you always provide!
Shane & Carolyn Cuthbertson
CONTACT US
We welcome you to contact us with any queries you may have about your financial needs!