PFN Financial Services (Pty) Ltd is an
independent financial services provider that offers a
comprehensive insurance and investment solution to personal
and corporate clients. The company, established in 2002, is
registered with the Financial Services Board of South Africa
as an authorised financial service provider. Its registration
number is FSP 11087.
OUR VISION
Empowering professional financial advice to our clients.
VALUE ADD FUNDAMENTALS
· Independent advice
· Transparency of services
· Cost effectiveness
· Service excellence
· Active approach to business
relationships
· Simplification of portfolio
planning
· Ongoing correspondence to clients
via newsletters and consultations
OUR CORE VALUES
TRUST
Trust is a function that far exceeds mere honesty and
integrity. We embrace trust in terms of five critical
components, namely: character, competence, intent,
communication and results.
QUALITY
All our actions are guided by continuously striving for
improvement and delivering excellence both in the services we
offer and in the relationships we maintain with our clients.
And since no-one in the world is perfect, they also included
the way we address and resolve mistakes.
STEWARDSHIP
We always remind ourselves that we are custodians of other
people’s money. In our approach to managing clients’
investments and finances, we adhere to the principles of care
and responsibility.
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