Afsafin Clients (Appointment)

AFSAFIN is about relationships. We make a difference by forming a long-term partnership with you! It is important to us that we plan for your specific life goals. Your goals and dreams are what we plan for, no one else’s. We measure your progress and we manage and mitigate risks on a premium for risk basis. For a tailor-made, once-off/monthly or annual fee, client membership offers you various plans specific to your needs. In our initial interview we will evaluate your current situation and put you on a path of success with monitoring options. Service equals Success. You will succeed with us. Make an appointment with one of our Financial Advisors now. Your non-refundable booking fee is NOT an extra charge, it’s simply held against your booking as a credit towards that appointment and taken off your final bill.

When you book an appointment with us, the time allocated for your appointment is reserved especially for you. We guarantee you this time and assign a fully qualified and highly experienced professional to take care of your needs.

As a client, when booking an appointment, you will be required to pay a non-refundable Booking Fee (Booking Fee).

Your non-refundable booking fee is NOT an extra charge, it’s simply held against your booking as a credit towards that appointment and taken off your final bill.

Please be aware that the only way you would ever lose your booking fee is if you cancel your appointment within 24hrs, don’t show up for your appointment, do not reply to your confirmation sms/email 10hrs before your appointment & we cancel your non-reply or are so late for your scheduled appointment that we have no choice but to reschedule.

If for some reason we need to reschedule or cancel your appointment then a refund will be given if you decide to cancel your appointment otherwise your deposit will be transferred to your next appointment.

If we do not receive a confirmation reply from you within 8hrs before your appointment, we will unfortunately cancel your appointment, this is so we can try to fill that spot.

Our confirmations are sent at least 2 days/48hrs prior to your appointment and then sent again if no reply 1day/12hrs prior. If we do not receive a reply we will regard this as you are cancelling your appointment and if you have paid a deposit the above will apply.

As a client, when booking an appointment, you will be required to pay a non-refundable Booking Fee (Booking Fee).

Your non-refundable booking fee is NOT an extra charge, it’s simply held against your booking as a credit towards that appointment and taken off your final bill.

If we do not receive a confirmation reply from you within 8hrs before your appointment, we will unfortunately cancel your appointment, this is so we can try to fill that spot.

AFSAFIN Budget Planning (Appointment)

Budgeting is the process of creating a plan on how to spend your money. Make an appointment with one of our Financial Advisors now. Your non-refundable booking fee is NOT an extra charge, it’s simply held against your booking as a credit towards that appointment and taken off your final bill.

Partner: Afsafin Group

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R19,83 incl VAT

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Wealth Planner Appointment (Afsafin Private Clients)

Budgeting is the process of creating a plan on how to spend your money. Analysing your budget plan gives us insight into where your income is coming from and how you are spending it. If you are spending your money on bad debt items like credit cards, overdrafts, and personal loans you will be forever prevented from creating your own wealth. Whilst spending your money on good debt for example mortgages etc., or carefully structured and strategic investments you can be on your way to create your own wealth. Before you can enter into a plan of debt elimination you need to ensure you actively provide for an emergency fund which should have between 3-6 months of salary in it. There are a number of ways on how to plan for the loss of a job, depleted hospital funds etc.

SKU: AP-APC-01

Partner: Afsafin Group

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R0,00 incl VAT

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Tax Planner Appointment (Afsafin Private Clients)

There are two concepts to a RISK and ESTATE PLAN. The first concept is eliminating RISK and the second concept is protecting and minimizing costs in a deceased ESTATE. This includes planning for the even distribution of assets and preventing unnecessary costs in an estate. It is therefore important to adhere to a comprehensive, dynamic estate plan. This PLAN is the first and most important plan in the financial planning process, as no plan will come to fruition if death, or disability happens unexpectedly. “You Plan for retirement and wealth creation. You do not actively plan to die, become disabled or contract a dread disease. It just happens. And when it does you need to be prepared”

SKU: AP-APC-02

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