Services

Affluence Financial Solutions offers many services covering all aspects of their clients’ finances.

Financial Planning Services

  • Estate Planning
  • Disability Cover
  • Investment Planning
  • Life Cover
  • Risk Management
  • Retirement Planning
  • Wealth Preservation

Tax & Accounting Services

  • Capital Gains Tax
  • Completion Of Income Tax Returns
  • Income Tax Calculations
  • Income Tax planning
  • SARS Queries
  • VAT
  • Payroll

About

Learn a little something about us.


In today’s tough financial climate it is difficult, yet immensely important to make sufficient provision for your future. Effectively managing your personal finances can be a daunting and often neglected task. The question arises as to where one goes in order to secure one’s financial future in a sound and experienced way.
 
The answer is simple - go to someone you can trust.
 
Affluence Financial Solutions was founded in 1998 and has since established itself as Investment and Risk Advisors as well as Tax and Accounting Specialists to individuals as well as small to medium co-operations. Affluence offers its clients experienced advice and the main goal to formulate holistic and comprehensive plans. This allows their clients to rest assured that their financial future is a sound one.
 
Affluence is a company which offers compassion and integrity towards all their clients. Since 1998 the company has been offering Risk Management, Portfolio Construction, Medical Aid and Gap Cover Advice as well as comprehensive Accounting and Payroll solutions. All Affluences advisors are registered with the Financial Service Conduct Authority (FSCA) and are qualified independent Certified Financial Planners® hereby guaranteeing you educated unbiased advice.
 
Affluence Financial Solutions is an authorised financial service provider, FSP30443.
 
Affluence Financial Solutions was founded in 1998 with the sole objective to provide its clients with independent, comprehensive financial advice specialised to their specific financial needs.
 
Affluence was established when Kobus Botha, with an extensive financial background, wanted to provide his clients with independent and trustworthy advice that would secure their financial futures. In 2001 he was joined by his wife, Igna Botha with many years of experience in the Old Mutual Unit Trust Division. Affluence then gained Sunelle Van Zyl-Briers in 2008 after completing her Post Graduate Diploma in Financial Planning. All three qualified themselves as Certified Financial Planners® and are passionate about providing their clients with the best possible advice.
 
Rian Laubscher, with an excess of 26 years’ experience joined in 2010 to formulate a Tax and Accounting branch as the need had arose.

The main purpose of the becoming of Affluence Financial Solutions was to provide autonomous advice, designed to be driven in a way consistent with Affluences core values. Hereby providing a place where their clients can gain access to the wide range of products. In this process, they provide their clients an independent comprehensive loyal and honest service.
 
PRIVACY NOTICE

Affluence Financial Solutions CC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Affluence Financial Solutions will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. We want our clients to understand what information we collect, how we use it, and how we protect it responsibly. We will only request such specific information as is required for the services mentioned in our disclosures and being rendered and will not pass on to third parties without your prior consent or as is required by law.

WHY WE COLLECT YOUR INFORMATION

We gather information about you so that we can:
  • Help design and implement the tax, investment and planning related services we provide you; and
  • Comply with the laws and regulations that govern us.

WHAT INFORMATION WE COLLECT AND MAINTAIN

We may collect the following types of personal information about you:
  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, ID number, date of birth, and financial information.
  • Information that we generate to service your financial and tax needs.
  • Information that we may receive from third parties with respect to your financial and tax profile, with your concent.
  • Information relating to the race, gender, sex, pregnancy, marital status, national, ethnic or social origin, colour, sexual orientation, age, physical or mental health, well-being, disability, religion, conscience, belief, culture, language and birth of the person.
  • Information relating to the education or the medical, financial, criminal or employment history of the person.
  • Any identifying number, symbol, e-mail address, physical address, telephone number, location information, online identifier, or other particular assignment to the person.
  • The biometric information of the person.

MAINTENANCE

We will maintain the confidentiality of your information in a safe environment as is required by various parts of legislation and will advise our clients accordingly as well as also ensure destruction thereof if so requested.

Our POPIA information and money laundering officer is Sunelle van Zyl-Briers. Should you have any questions or would like to make us aware of any issues in terms of the above, please contact us on our dedicated email address: popia@affbg.co.za

The Team

Affluence Financial Solutions Team.


 
 

Location

Affluence Financial Solutions location and contact details.

Physical Address:
Suite 1C Oude Westhof Village Square
Van Riebeeckshof Road
Oude Westhof
Bellville
7530

 
Postal Address:
PO Box 4814
Tyger Valley
7536

 
Contact Details
Tel: 087 094 6900
 
Email:
info@affbg.co.za

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