HOLISTIC

financial planning

We are given many things in life for free. They're the things that we often take for granted – but they're crucial to living life.

One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

Being new to making our own adult choices, we often work inside of the obligations placed on us - which essentially limits that freedom of choice. Changing this mindset means that we need to ask different questions; questions that will bear the marks of our individuality. This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.

As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.

Let's ask those questions together.

Gerhard Nel

Director | Financial planner

Kallie Engelbrecht

Short term Insurance Advisor

Freddie Nel

Financial Planner

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

Gerhard is always available to deal with any of your insurance issues, even when it does not relate to the insurance portfolio that he handles for you. His advice is professional, accurate and to the point, even if it means that no business will result from the discussion. Gerhard makes it his business to know your business as well as your personal circumstances and those of your family. To me he is more than an insurance broker – he has become a personal adviser for me and my family that can be consulted on a wide range of financial services, regardless of whether he or someone else may ultimately supply those services. He has become a friend that you can trust with your life.

Joos Agenbach

(Gerhard's client)

I am a current client of Finsure and more than happy with the services.

Freddie keep me well informed on current developments and also insure that my cover and investments stay up to dated. Freddie is one of the few financial planners that do full year review and makes it his business to know your business.

Cor Van Tonder

(Freddie's client)

We are clients of Finsure for over 8 years with both our long- and short term insurance. In this time we have received professional, honest and friendly service throughout from Kallie Engelbrecht, Gerhard Nel and supporting staff. What stands out is Finsure’s willingness to go beyond normal duty to help settle claims and give informed and honest feedback. Because of this attitude to do their best for the client we have had more than one occasion where an initial no-claim was settled in part or full due to professional assistance, follow up and explanation to the assesor! We highly recommend Finsure.

Dewaal & Louise Louw

(Kallie's client)

Financial Advice that is tailored
to you and your choices.

CONTACT US

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