Nifsah Financial Services was established as a Financial and Advisory practice in 1999. We have grown as a company specializing in Holistic Financial Planning which encompasses all types of Risk Benefits, Assurance and Insurance Cover. With more than 30 years experience in the industry, our advisors have the required skill set, experience & qualifications to ensure that our client’s needs and expectations are covered for all catastrophic and unforeseeable events beyond their control.
Our aim and philosophy is to assist and plan with our clients to obtain financial freedom thereby ensuring that all their dreams and goals in life are achieved. We use a hands on approach, applying the six steps of financial planning and take immense pleasure in developing lifetime relationships with our clients. We firmly believe that the earlier you start planning, the easier it becomes to achieve this goal. We provide guidance to our clients and assist them in managing their wealth more effectively to achieve the best results and in turn add value to their lives.
Our financial planning model encompasses the following process:
• Establishing and identifying your current financial situation.
• Setting out your targets in terms of protection, financial, retirement & lifestyle goals.
• Preparing a comprehensive report with the findings and proposing a financial plan to achieve these goals based on your affordability.
• Building a lifetime relationship with regular reviews to ensure the wealth that you have created is always protected.
We also provide specialist advice, guidance and administrative services in respect of Risk and General/Short-Term insurance. We deal with Personal & High Net Worth clients, Commercial Insurance, Islamic insurance, Marine, Engineering & HCV Insurance as well as Kidnapping & Ransom insurance. We do thorough Risk assessments to ensure that all our clients assets/business is adequately protected in the event of perils such as fire, natural disasters, accidents, burglary, riots & strikes etc
Discovery, Sanlam, Momentum, Liberty, PPS, Bidvest Life
Allan Gray, Fedgroup, SA Bullion
Santam, Old Mutual Insure, Bryte, MUA, Echelon, SHA, Genlib, Associated Marine
A comprehensive Nifsah Financial Plan will allow you to build a meaningful legacy for yourself and your family which will include benefits for unforeseen lifestyle changes.
Our unique approach will empower you to make the correct decisions every step of the way so that you may enjoy those special moments and milestones on this journey of life.
Our financial planners will ensure that you get continuous objective advice that will include cover for behavioral risk and a rewarding retirement as well as tailored ongoing financial advice to maintain and grow your wealth.
Nifsah Is An Authorised Financial Service Provider.
We are an independent financial advisory firm that specializes in:
• Financial Planning
• Risk & Insurance
Why Wait? Get In Touch Today And Get A Quote On Our Services!