Visit website

Investment minimums

<R1m

Eduan Basson

I am a certified financial planner (CFP®) and a key individual in terms of FAIS legislation. I hold a postgraduate diploma in financial planning from the University of the Free State and one of my primary focus areas is financial planning for young professionals.

34 West Avenue, Westridge, Cape Town, Western Cape, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

eduan@f***********o.za

Reveal contact details

Eduan Basson

I am a certified financial planner (CFP®) and a key individual in terms of FAIS legislation. I hold a postgraduate diploma in financial planning from the University of the Free State and one of my primary focus areas is financial planning for young professionals.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

34 West Avenue, Westridge, Cape Town, Western Cape, South Africa

Get directions

Contact details:

082 XXX XXXX

eduan@f***********o.za

Reveal Contact Details

About

About FinPlan

Your financial wellbeing is crucial – not only for the golden years, but for today too. Long- and medium-term financial planning will ensure that you are ready for "one day", but also for current emergency expenses such as medical casualties, retrenchment or death.

As an authorised financial services provider (FSP no. 48216), FinPlan offers a complete portfolio of financial services to ensure that all aspects of a client's financial package are examined and provided for. These services include the management of investment and life insurance services and healthcare insurance.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.