More about us

WHO ARE WE?

Findata is registered with the Financial Services Board (FSB) as an independent financial services provider.

Findata has been active in financial planning since 1984. Findata is a founding member of Finsolnet – one of South Africa’s biggest independent financial planning networks.

WHAT DO WE DO?

Findata offers integrated multi-disciplinary planning for death, disability and retirement that:
  • Ensures sustainable financial provision for death, disability and retirement
  • Incorporates individual and corporate solutions
  • Optimises income tax, estate duty and capital gain liabilities
  • Manages investment risk and returns

WHAT TOOLS DO WE USE?

Findata is registered to use all available financial planning options when analysing and building a solution. This will include:
  • Assurances
  • Insurances
  • Investments
  • Employee Benefits
  • Medical Aid
  • Remuneration Structuring
  • Estate Planning
  • Income and Capital Gains Tax Consideration

WHO ARE OUR CLIENTS?

  • Individuals
  • Employees
  • Employers
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