TAILORED FINANCIAL STRATEGIES, BUILT AROUND YOU.
The Power of Integrated Financial Planning
The different elements of your financial plan should work together seamlessly – incorporating your investment and saving goals, retirement and estate planning and personal risk management. At Adfinity, we bring all the pieces together.
The benefits of integrative financial planning include:
- Advice that considers how the different components of your financial plan impact one another.
- Having one central point of contact which provides you with full administrative support and regular reporting on your entire portfolio.
Saving, Investments & Share Portfolios
Spoilt for choice but not sure where to start?
We help you set and achieve clear saving and investment goals, from short-term emergency funds to long-term wealth creation.
- Collective Investments
- Endowments
- Tax-Free Savings Accounts
- Share Portfolios
Personal Risk Planning
We help you to understand, assess and manage your risk exposure in the event of Death, Disability and Severe Illness, by focussing on one or more of the following elements:
- Income protection for you and your family
- Estate liquidity
- Funding for your children’s education
- Medical cover
- Debt settlement planning
Let’s assess your personal risk and put a plan in place.
Offshore Investment Strategies
International investing can provide valuable diversification of your portfolio, and gives you access to:
- Multiple currencies such as USD, GBP and EUR
- Global regions: Developed & Emerging markets
- Up to 30 sectors, including Technology, Pharmaceuticals, Mining, Renewable Energy, Infrastructure, Real Estate, Private Equity & Financials
Retirement Planning
Retirement planning is one of the most important elements of a comprehensive, successful financial road map.
Do you know that only 6% of South Africans remain financially independent after retirement?
Calculate how many pay cheques you have left until retirement by filling in your current age, and estimated retirement age below.
Estate Planning & Wills
Ensure that the legacy you build is passed on in the way you intended. We partner with trusted estate administrators and executors to ensure that your final wishes are handled with care and professionalism.
Contact us to review your current will and estate plan.
Generational Wealth Planning
Build it. Manage it. Pass it on.
We help families establish generational wealth through :
- Legacy & estate planning
- Structuring investments to minimise estate & other tax liabilities
- Mentorship of the next generation