Alfinanz Cc

Alfinanz is an independent brokerage earning income in the form of commission and fees or a combination of both. By furnishing its clients with beneficial and relevant financial advice Alfinanz aims to be a viable organisation where clients can continue to expect the same high standard of service in the future. At Alfinanz we have the knowledge and more than twenty seven years of experience to provide advice on the following financial topics: 1) Individual and family financial planning. 2) Estate planning. 3) Estate administration. 4) Investment advice, excluding advice on shares of listed or unlisted companies. Should any other investments not forming part of our fields of expertise come under discussion you will be notified immediately? 5) Medical Aids, but limited to Discovery Health, Momentum Health, Old Mutual and insurance policies specially formulated for medical expenses. 6) Business Insurance, buy & sell agreements, key man insurance and deferred compensation schemes. 7) Employee Benefits such as group life, pension or provident and medical schemes. 8) Bonds on Property & Financing of Vehicles. 9) Short Term Insurance for businesses and private individuals. Alfinanz entered into broking agreements with: Allan Gray Comm. & Industry. Acceptances Coronation Discovery Health Discovery Life FMI First Property Acceptances Franklin Templeton Hollard Investec Liberty Momentum Mutual & Federal NIB Old Mutual Old Mutual Emloyee Benefits Old Mutual Wealth Nedbank PSG Sirago Underwriters Santam Sanlam Sanlam Glacier Stanlib Sureline This list my not be up to date at all times due to the fact that financial service companies change names, merge, etc from time to time. Further Alfinanz may have entered into new agreements or terminated existing agreements that are not yet reflected in this table.