Life, Disability, Dread Disease
Short Term Insurance
Our mission is to assist our clients in achieving their financial goals through the application of Generally Accepted Planning Practise as endorsed by the Financial Planning Institute of South Africa. We believe that finding the right products for a specific client is vital in fulfilling this mission statement.
The company’s philosophy is that our client’s success contributes to our success, and accordingly, we help where we can, when we can. We take pride in our work, and have the highest regard for client satisfaction
To enable us to provide Best Advice for our clients, we encourage them to make use of our comprehensive financial needs analysis service. We guarantee that all information obtained will be treated with the strictest confidentiality.
On our first visit, we obtain information on your current financial situation, including assets, liabilities, income and financial objectives.
After researching your unique situation, our consultants will return with a written report and explain it in detail. This report will include not only suggestions to reach your financial goals, but also a comparison of products from different financial institutions. We believe that our independence from these institutions helps us to stay focused on our client’s needs, without the interference of contractual obligations.
Best Advice Financial Services Pty ltd specializes in the comparison of financial products from different service providers.