We believe in always assisting our clients in making smart financial decisions instead of emotional decisions.
Founded on 11 June 2013 and with a collective 35 years’ experience in the financial industry, Finsmart Asset Management quickly established itself as a pioneer in the holistic financial planning environment.
Our holistic financial planning process puts your needs first, allowing us to completely understand and advise on the best possible course of action be it investing or risk protection.
We believe that clients partnering with Finsmart Asset Management have access to the full range of financial products and expert advice you are ever likely to require. As an independent financial services provider we are able to put the best possible financial solution on the table and access to a range of product providers allows us to avoid the potential conflicts of interest .
As a result of our personalized service and expert approach, it is no surprise that we have built long standing relationships with all our clients.
Finsmart Asset Management implements long term investment and financial planning strategies. Your financial needs and goals is a priority and we will recommend strategies and help you to access the most appropriate financial solutions to suit your needs.
Wealth creation takes time and should be aligned with appropriate risk. It is important to us that our clients understand our focus on long term investment and financial planning strategies. This will ensure that you get the best advice and reach your financial goals.
Who do we represent?
Finsmart Asset Management is an independent financial services provider. We have contracts with all the major reputable South African assurance providers, local and international investment solutions. This allows us to give you independent and objective advice. Our proposals and recommendations are made based upon objective analysis of benefits and costs. We strive to always give the best advice and with a bespoke financial plan for each client. We hold no personal shareholding in any product provider.
You may verify this by accessing the FSB website, selecting the FAIS option and entering our Financial Service Provider (FSP) number 44557.
Compliance
We fully comply with all statutory requirements regulating financial planners in South Africa. Our compliance with the Financial Advisory and Intermediary Services (FAIS) Act is regularly monitored by Moonstone (Pty)Ltd. In terms of the Financial Intelligence Centre Act (FICA) we are obliged to report to the authorities any suspicious and unusual transactions that may facilitate money-laundering.
Client Confidentiality
We maintain a record of your personal information and any recommendations made to you. We take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure.
Licences held:
- Long term insurance
- Investment products
- Participatory interest in collective investments schemes
- Pension fund benefits
- Retail pension benefits
- Health services