Findata is an independent and objective financial planning practice that aims to build long-term relationships with clients and their families. Our key value offering is partnering with you to administer and manage your financial life.
To meet long-term promises, we are committed to a service business model. We prefer to accept the role as your advocate and representative with product providers, rather than a sales model business where relationships are short-term and focused on product solutions, sales and low advice.
Findata provides integrated financial planning solutions that ensure sustainable financial provision in real terms, incorporating individual and corporate solutions that are optimised for income tax, estate duty and capital gains liabilities.
Stephan VD Walt
Iaan van Heerden
explore | create | choose
We help you become financially secure for:
The unknown future: events over which you have no control - death, disability, trauma and ill health
The known future: future events and needs that are known and can be planned for - retirement, asset accumulation and investments
Identify and quantify clients' specific financial needs.
Evaluate solution variables and implement the best fit, considering related disciplines and holistic integration.
Ensure compliance through full disclosure and informed decision-making.
ALWAYS IN THE KNOW
Empowering you to create
the choices you need to make.
OUR LATEST BLOGS
adding context to your choices
Financial Advice that is tailored
to you and your choices.