Firm Name | Insync Financial Services (Pty) Ltd |
Suburb | Fish Hoek |
Address |
211B Valyland Centre, Recreation Road, Fish Hoek, 7975
See Map |
GPS | -18.421397, 34.132749 |
FSP Licence | 43961 |
Languages | English and Afrikaans (in order of proficiency) |
Tel | 0217824988 |
Website | www.insyncfs.co.za |
Insync Financial Services (Pty) Ltd is an independent financial planning practice based in Fish Hoek. We provide Lifestyle Financial Planning to our clients and proud ourselves on excellent service.
We have a passion for education and to empower our clients to understand and achieve their financial goals and objectives which will assist them to become financially independent.
Please visist our website for more detail on our full range of services.
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Lifestyle Financial Planning - Independent Financial Advice on Creating and Protecting Wealth - Retirement, Risk & Estate Planning, Investments, HealthcareOTHER SERVICES
Fiduciary Services Administration of Deceased Estates
OTHER COMPANIES REPRESENTED
Sygnia
Ambledown
Sirago
Minimum Levels of Premium/Investment accepted | Lump Sum: R500000.00 Recurring monthly: R500.00 |
Remuneration | Fee and Commission |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 2 |
Indemnity insurance | Insurance: yes Value: R2000000.00 |