Financial Services
Precision in Planning, Excellence in Execution
With a steadfast commitment to excellence, PFN has been a trusted name in the financial industry since 2002, specializing in comprehensive financial planning and intermediary services. Our dedicated team offers expertise across various facets of financial advisory, including assurance advice for both personal and business needs, personalized financial and retirement planning, strategic investment advice, offshore investment solutions, healthcare benefit structures, meticulous estate planning, informed guidance on pension, provident, and retirement annuities, as well as adept management of group risk and retirement structures.
Business Insurance
Comprehensive business insurance solutions, including Key Man Insurance to protect against the loss of essential personnel, Buy-and-Sell Agreements to ensure seamless business ownership transitions, and Contingent Liability Plans to safeguard personal assets from business debts.
Personal Insurance
Personal Insurance solutions, including Life Cover to secure your family’s future, Disability and Severe Illness Insurance to provide financial support during critical health challenges, and Income Protection to ensure financial stability if you are unable to work.
Health Care
Health Care solutions, including Medical Aid to ensure access to quality healthcare and Gap Cover to protect against unexpected medical shortfalls. Our plans help you manage healthcare costs and secure comprehensive medical protection for you and your family.
Short-term Insurance
Short-Term Insurance solutions, including Personal Insurance to protect your home, car, and belongings, and Commercial Insurance to safeguard your business assets. Our tailored coverage ensures you have the right protection for both personal and business needs, offering peace of mind in any situation.
Education
Financial Planning for Education, helping you save and invest effectively to cover future education costs. Our strategies ensure you are well-prepared to provide a quality education for your children, with tailored plans to meet your financial goals.
Wills
Will & Estate Planning services, including Drafting Last Wills and Testaments to ensure your wishes are honored and Creating Testamentary Trusts to protect and manage your assets for future generations. Our expert guidance helps you secure your legacy with clarity and peace of mind.
Estate Planning
Estate Planning services, including Estate Liquidity and Debt Elimination to ensure financial stability for your loved ones and a Funeral Plan for dignified final arrangements. Our solutions help you protect your legacy, minimize financial burdens, and provide peace of mind.
Pre-retirement
Pre-Retirement Planning solutions, including Preservation Funds, Pension Funds, and Retirement Annuities to help you grow and safeguard your savings for a secure retirement.
Post-retirement
Post-Retirement Planning solutions, including Living Annuities and Life Annuities, to ensure a steady income and financial security throughout your retirement. Our tailored strategies help you manage your savings effectively, giving you peace of mind for the years ahead.
Investing
Investment Solutions to help you grow your wealth, along with Emergency Fund strategies for financial security in unexpected situations. Our Flexible Saving Plans are designed to meet your unique goals, providing easy access to funds and financial peace of mind.
Employee Groups
Employee Benefits solutions, including Employee Pension plans to secure their retirement and Employee Medical Aid to ensure access to quality healthcare. Our services help businesses attract and retain talent by offering comprehensive, valuable benefits to support their employees’ well-being.
Banking
Banking Solutions with Discovery Bank, providing innovative, rewards-driven banking that helps you manage and grow your wealth efficiently. With personalized financial tools and benefits, we ensure secure, smart banking tailored to your lifestyle and financial goals.
At PFN, we understand the importance of holistic financial well-being, and our services extend to the formulation of wills and trusts, ensuring a secure and seamless transfer of assets. With a client-centric approach, PFN remains at the forefront of delivering tailored insurance solutions.