HOLISTIC

financial planning

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

Financial Planner
Call: 082 606 0143

Kenneth Graham

Financial Planner
Call: 083 288 9691

Esté Graham

Financial Planner
Call: 082 561 8635

Iaan van Heerden

Financial Planner
Call: 082 450 7088

Candice D’Aguiar

Administration
Call: 071 602 1387

Derek Bell

Administration
Call: 082 686 8058

Loretta Hyman

Administration
Call: 073 589 8513

OUR PROCESS

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

COMPREHENSIVE

Identify and quantify clients' specific financial needs.

INTEGRATED

Evaluate solution variables and implement the best fit, considering related disciplines and holistic integration.

INFORMED

Ensure compliance through full disclosure and informed decision-making.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

Financial Advice that is tailored
to you and your choices.

CONTACT US

to arrange a consultation simply select a date and time below

Findata Financial Services (Pty) Ltd.

Phone: 021 948 6025
Email: info@findata.co.za

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