Finmax Financial Services is an independent financial services provider based in Durbanville, Western Cape. We can assist you with personal financial planning, corporate financial planning (including employee benefits), short term insurance as well as life-, disability-, dread disease cover. Our associates will be able to assist you with estate planning, the setup of trusts and wills. We also have various investment options to make provision for retirement or to invest post retirement. We offer more than just good service, but excellent tariffs with equally good cover and benefits.
To be the respected financial service provider of choice for individuals, professional practices and business owners.
Finmax will be a respected independent financial services provider by ensuring that staff:
Are challenged by appropriate standards of competence through education,
training and examination.
Are represented in such a way that their professional conduct is respected
Put the interest of the client first.
Provide reliable, value added financial services to out current and future clients.