• SERVICES AND PRODUCTS
  • This document is not a disclosure in terms of the Financial Advisory and Intermediary Services Act(FAIS). The purpose is merely to provide a general introduction to the services Finmax offer.

     

    Individuals
    • Personal financial risk planning for death, disability, illness and dread desease cover;
    • Estate planing, wills and trusts
    • Personal investment planning for short-, medium- and long term goals, especially retirement.
    • Short term insurance


    Groups/Companies
    • Group employment benefits for retirement, as well as risk benefits for death and disability.
    • Business Assurance such as cover for buy and sell agreements, key person assurance and loan account assurance.
    • Investment planning and cash flow projections for short-, medium- and long term goals.

    Through co-operation agreements Finmax also offers healthcare products.

  • LIFE INSURANCE
  • This is a contract between an owner (often the insured person, spouse or business partner) and a life insurance company that guarantees the payment of a stated amount of money on the death of the insured and can include disability-, dread desease- and accident cover. The product range also include income protection if you become disabled and sickness benefit for professionals like doctors, lawyers and engineers.

     

    Partners:
    • Sanlam
    • Discovery
    • Old Mutual
    • PPS
    • Liberty
  • INVESTMENT
  • Our product providers have a wide range of investment solutions which gives you the opportunity to invest for capital growth, save for your retirement or receive income after retiring.

    Invest and grow your money in a personal investment portfolio – it’s customised according to your individual needs and risks.

  • EMPLOYEE BENEFITS
  • Look after your employees and have a company pension fund or provident fund.
    This gives the company and employees many benefits.

    • It is a tool for assisting employees save for retirement
    • There is a Bill waiting to be passed on Retirement reform which will force companies to contribute to retirement savings now. Get your own one first.
    • It assists with a higher retention of staff
    • It allows the company to fulfill moral and social responsibility.
    • There are tax benefits depending on option taken
  • SHORT TERM INSURANCE
  • Assets form the base from which we generate business or enjoy our lifestyle. With our wide network of affiliated companies, we can offer you almost any kind of insurance anytime, anywhere. All this under one roof together with our guarantee of individual service every time you call. We work with various companies to look after your personal and commercial short-term insurance needs. For the best rates and premiums give us a call. It doesn't matter what the premium is, size is no barrier between us and our clients. We negotiate on behalf of the client for the best rates and technical structuring.

  • Tuffstuff(specialist 4x4 insurance)
  • " We can assist you with personal financial planning, corporate financial planning ( including employee benefits), short term insurance as well as life-, disability-, dread desease cover. "



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SERVICES

This document is not a disclosure in terms of the Financial Advisory and Intermediary Services Act(FAIS). The purpose is merely to provide a general introduction to the services Finmax offer. READ MORE...

QUESTIONS

"We can assist you with personal financial planning, corporate financial planning (including employee benefits), short term insurance as well as life-, disability-, dread desease cover." READ MORE...

TESTIMONIALS

"We have an excellent claims ratio, therefore we offer very good tariffs." READ MORE...