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
Prior to joining BAFS in 2002, Kobus was involved in various of his own businesses, as well as project management. Kobus completed the University of the Free State’s Post Graduate Diploma in Financial Planning in 2006, and is a director of BAFS. Kobus specifically manages BAFS’ compliance with legislation governing financial intermediaries. Kobus is based in the Nelspruit area, and is a registered Key Individual of BAFS Pty ltd. He believes that clear, detailed explanations assist his clients in making informed decisions. When he is not in the office, Kobus enjoys exploring the mountain bike trials that the Lowveld has to offer.
Willem joined BAFS in 2018, having been in the insurance industry since 2005. During this time, he worked for big corporates as well as various independent brokerages to gain a thorough understanding of what makes each insurer unique in their product offering. Willem focusses on long term insurance products (life insurance, income protection and investment planning). His accurate and to the point product comparisons enables his clients to make the best decisions to suit their specific needs. When he is not comparing products, he loves spending time in the Kruger Park and aims at mastering the art of wildlife photography.
Prior to his appointment by the Liberty Group in 2000, Leon Ferreira studied Financial Management and Investments through UNISA and was involved informally in the stock market and insurance industry. He subsequently completed both the Post Graduate Diploma in Financial Planning as well as the Advanced Post Graduate Diploma in Financial Planning of the University of the Free State, specializing in investments and corporate benefits. Leon was a member of the Financial Planning Institute of South Africa, and was a Certified Financial Planner (CFP). In 2002, Leon established Best Advice Financial Services Pty ltd. and is a registered Key Individual. More than his qualifications, Leon believes that it is his integrity and commitment to his clients that differentiates his service. Leon enjoys everything outdoors, especially camping along with his family.