ABOUT US
We are financial planners who use
a life coaching approach,
concentrating on the 4Ps:
People, Planning, Portfolio and Partnership.
Our focused 4-step process* will proactively help you to get your financial plans in order.
We will invest our time and expertise to ensure that you have the information you need to make the right decisions for you,
and to maximise your return on life!
We have weathered life's financial storms since 1994. We want to give you peace of mind that you are prepared. We are all facing a constantly changing world. That means your financial world needs to be adaptable, and reviewed regularly, so that you feel secure and prepared - no matter the weather! You will experience the FINPAS Partnership as you go through various transitions of your life. We want to be part of your journey, and to be your LIGHTHOUSE.
Client Protection - Financial Direction.
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MISSION STATEMENT
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Our logo, the lighthouse, is symbolic of us guiding you from rocky, stormy and unpredictable waters to more peaceful ones, making for smoother sailing in all financial aspects.
CLIENT PROTECTION - FINANCIAL DIRECTION
Our purpose is to protect, preserve and enhance
the lifestyles of our clients by applying client care with financial flair. We believe that success, rather than being about numbers, is about how we interact, respond to change and ensure creativity - one of the reasons that our company is a social and economic phenomenon.