Csfin

Committed To Providing Professional Financial Services. CSfin, founded in 2003, is an independent South African financial planning business based in Bloemfontein. We maintain the highest levels of knowledge, skills and service. “Being an independent company insures that we are not obliged to meet a required quota of business with any specific company. This allows us the freedom to objectively recommend the product most suitable for our client’s independent needs.” CSfin specialise in retirement and investment planning and have been established as leaders in this sector in Bloemfontein We are amongst the forerunners in the industry who prefer to use products where we can negotiate a fee with our clients instead of receiving commission. Christo Saayman and Annemarie Trinder-Smith are among the select group of Certified Financial Planners. The CFP® designation is only assigned to financial planners that comply with the educational and ethical standards set out by the Financial Planning Institute (FPI). A Certified Financial Planner must have obtained the Post Graduate Diploma in Financial Planning and attend seminars and courses on new developments and legislation to obtain CPD points and maintain the designation. The FPI is the professional body representing Financial Planners in South Africa. They insure that clients have access to the highest international standards of financial planning. The FPI is affiliated to the International Financial Planning Institute. Vision Statement Committed to providing professional financial services. CSfin strive to build long term mutually beneficial relationships with our stakeholders and clients.