JACO DE BEER

I'm Jaco de Beer, a Registered Financial Planner with Finkor Financial Services in Centurion. I have been in the financial services industry for a decade and hold the relevant qualifications to give you proper, professional advice.

I believe good financial advice starts with listening. Before we talk about products, I want to understand your goals, your family and what matters most to you. I help individuals and families plan with confidence: protecting what they've built, growing their investments and preparing for retirement. I work with a range of South Africa's leading product providers, so the advice you get is built around your needs, not around a single company's products.

Together with my assistant, Susan, I make sure you're looked after long after the first meeting, through regular reviews, quick answers to your questions and the paperwork taken off your hands.

Outside the office you'll find me spending time with my family and enjoying the outdoors through sports and other activities.

Finkor Financial Services is a registered, independent financial advisory firm based in Centurion. Because we are independent, we are not tied to a single provider. We hold contracts with most of South Africa's reputable insurers and investment houses, so we can compare options and find what truly fits your needs and your budget.

Our services cover every part of your financial life:

• Short-term insurance: home, vehicle and personal cover at the best possible premium
• Commercial cover: helping businesses transfer their risk to the right insurers
• Life and risk cover: protecting your dependants and settling your debts
• Financial and retirement planning: tax-efficient plans for the retirement you want
• Estate planning: wills, estate planning and the administration of deceased estates
• Accounting and tax: through our sister company, Finkor Accounting (Pty) Ltd, part of the Finkor Group

Finkor Versekeringsdienste (Pty) Ltd is an authorised financial services provider, FSP No. 29156.

1. Getting to know you. We meet, in person or online, to talk about where you are, where you want to be and what matters most to you. There's no obligation.
2. Gathering information. With your consent, I collect your existing policies, investments and financial details so I can see the full picture.
3. Analysis. I review your current position, identify gaps and risks, and look at the options in the market.
4. Recommendations. I present a clear, written plan with my recommendations and the reasons behind them, in plain language and with all costs disclosed.
5. Implementation. Once you're comfortable, Susan and I handle the applications and paperwork.
6. Ongoing reviews. Life changes, so we review your plan regularly, at least once a year, to keep it on track.

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