Planfin

Planfin

They are the first and only Old Mutual franchise agency in the Border region. We have over 75 years of experience in the long term insurance industry and can help you to start achieving your financial goals today. Our offices are located in East London, Queenstown and Port Elizabeth.

We believe in taking each client’s life stage and unique situation into consideration when approaching their financial planning, therefore providing holistic solutions that are customised to suit each client while meeting their financial goals. Through this consideration of each client’s immediate and long term needs an important working relationship is established and maintained.

Features:

• Custom-built
• .Net
• Fully Responsive

The Client

We provide advice and solutions in the fields of Retirement, Investment and Estate Planning as well as Life, Disability, Severe Illness and Final Expense Cover. We also take in wills at no charge to our clients.

We are also an accredited short term insurance provider.

If you require financial advice please contact one of our advisors today who will make an appointment with you to review your needs and assist you in meeting your financial goals.