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Independent

Findata is owned and managed by its associates. Each associate is an independent professional, giving advice in their own professional capacity. Either directly or through Findata each associate has access to the full range of financial service providers. Associates select the best value solutions without biace or favour according to their professional discretion and judgement.

Qualified

All associates are fellows of the financial planning institute. They either have or are in the process of qualifying as certified financial planners that ordained various industry related qualifications.

They participate in continued education programmes.

Experienced

Associates have extensive experience in the financial industry. Experience blends theoretical knowledge and practical application.

Dependable

Associates are independent individuals managing their own business. This ensures client centric service. Through the Findata relationship, continuity in event of death, disability or retirement is assured. Quality of advice is benchmarked through the Findata associates and Finsolnet, a national network. Clients can depend on the validity and quality of advice given.