What we do
Most of us struggle to picture our financial future. Therefore, we created a simple planning framework that gives you peace of mind about your finances. We prefer simplicity in a world of increased complexity and abundant choices. Remember that simple should never be confused with easy.
We are a boutique wealth management and financial advisory practice. Since 1993 we contributed to the financial peace of mind of our clients. We partner with our clients in several ways to ensure balance between their well-being and wealth.
Questions
There may be a few important and basic questions such as:
- How much is enough?
- What are your financial goals?
- What needs to be implemented along the way to achieve those goals?
- What are our values, training and professional background?
- Could all of this be aligned with what you need?
Contact us at 021 870 1888 for an introduction.
Effective Investment Strategies
Our strategies enable:
- Access to offshore structures and investment vehicles
- Efficient tax management
- Optimal planning for above inflation returns
- Style diversification by blending active and passive investments with exposure to all asset classes
- Reduced total cost through a combined asset pool and the use of index solutions
We identify with the unique growth cycle of the Gethyllis Afra.
In the same manner we thrive and bear fruit for our clients, year after year.
The Gethyllis Afra
Our logo represents a remarkable plant endemic to the Western Cape, the Gethyllis Afra or "Kukumakranka". Through its individualistic growth cycle this small, hardy plant is uniquely adapted to local climatic conditions. In winter, only a few strappy spiralled leaves appear, followed in summer by a single white flower, which later forms a fragrant delicious orange-red fruit. Today it is rare to find this specie and considered to bring good fortune to those who find it. At Afrafin we identify with the unique growth cycle of the Gethyllis Afra. In the same manner we thrive and bear fruit for our clients, year after year.
