WHAT WE DO
FINANCIAL PLANNING PRACTITIONERS
FinBofs.com provides professional financial advice to individuals and corporates.
GROUP BENEFITS
INVESTMENTS
INSURANCE
RETIREMENT
ESTATE PLANNING
WHO WE ARE
MEET OUR TEAM
ANDREW VAN DAM
Director,
CFP™
email: Andrew@FinBofs.com
call: (+27) 82 956 0393
Andrew joined Liberty as an agent on 01/09/1991 and left to start the brokerage, Intelligent Asset Minders cc T/A FinBofs.com, in 1999. He studied through the University of the Orange Free State from 1996 to 1999 to achieve the ILPA qualification. Now, as a fellow of The Financial Planning Institute of South Africa, he has been given international recognition as a CFP™ Licensee. Andrew is also a Mensan and a Commisioner of Oaths.
With years of experience and insight, understanding what works in practice for clients and what doesn’t he is the go to when new ideas are tabled. His motto of treating client’s assets as if they were his family’s has earned the trust and respect of long term clients.
JARED VAN DAM
Director
Bcom Fin, Bcom Hnrs Man Acc
email: Jared@FinBofs.com
call: (+27) 83 649 4960
An honest, diligent individual with an aptitude for ensuring the success of a project, using the human and financial resources available. Personality profile is that of an expressive, intuitive, feeling, judger. That puts him in a bracket of 2% of the population, the ideal analytical but caring financial advisor. His focus in the company is pension fund research and portfolio design.
FAITH BEETGE
Financial Planning Practitioner
CFP™
email: Faith@FinBofs.com
Call: (+27) 83 212 5725
Faith Beetge has been in the financial services industry since 2004. She has a Postgraduate Diploma in Financial Planning from the University of Orange Free State, obtained in 2009. She is passionate about risk cover and enjoys making social and emotional connections with her clients always endeavouring to ensure that her clients are truly happy.
TONI MAZEN
Financial Planning Practitioner
LLB Hons
email: Toni@FinBofs.com
call: (+27) 83 775 4446
Toni received her Degree in the UK before immigrating to SA. Her incredibly tenacious personality ensures clients receive the outcomes they expect and deserve, even when service providers falter. This makes her an invaluable asset in a financial services company, when outcomes have such life changing effects on clients. In the company she ensures compliance functions as it should and unusual client queries get the attention they need.
JESSICA CAMPBELL
Operations
Diploma in Law (NQF6) /
Paralegal Diploma University of Johannesburg
email: Jessica@FinBofs.com
Call: (+27) 73 367 2912
An efficient, people-centered character with a focus on possibilities and a contagious enthusiasm for new ideas, people and activities. Personality profile is that of an extroverted, intuitive, feeling, perceiver. Efficiency is her middle name. Her focus in the company is process design and office management in Johannesburg.
CHRIS DIACK
Financial Planning Practitioner
B Sc Maths & Math Stats
email: Chris@FinBofs.com
call: (+27) 82 89 01812
National Certificate Financial Services – Wealth Management
A conscientious, caring, efficient administrator & financial planner, with over 40 years’ experience in the insurance industry. His focus is the company is office management for KZN, and research into whatever is required most especially medical aids & gap cover for group benefits and individuals. His personality profile is amiable analytical.
SHANNON ROBBINS
Administrator
email: Shannon@FinBofs.com
call: (+27) 73 654 3172
A detail orientated and conscientious person when it comes to her work. Her personality type is creative yet decisive, and willing to work hard to accomplish a task. Her focus in the company is that of admin and calendar management.
LEN HARTMAN
Commercial Short Term Advisor
COP Short Term1
Long Term Insurance Category C. NCF 5 32 units.
email: Len@FinBofs.com
call: (+27) 82 598 3665
Management Interpersonal Relationship Certificate
A charming extrovert and one who loves and has great interest in the care and needs of others, with over 4 decades of experience in all aspects of the Short Term Insurance Industry. These include Marketing, Underwriting and Claims as well as Surveying at Senior management level at major Broking Firms as well as Insurance Companies, leaving Len well equipped to serve the needs of Policyholders. His focus in the company is naturally corporate short term insurance.
IN NUMBERS
By focusing on what we are good at, we aim to harness the experience we have gleaned to provide a meaningful value-add to each client – corporate or individual.
OUR VALUE PROPOSITION FOR CORPORATES
By choosing a collection of services that matches your specific needs, you can have the confidence that the research behind each service was unbiased and specifically with our clients in mind.
CONTACT US
Durban Office – (+27) 31 764 1645
Johannesburg Office – (+27) 10 100 3999
Email – info@finbofs.com
YOUR FINANCIAL PLAN
The bulk of your financial plan spend should, over time, be to provide for your retirement – the magical moment you go to work because you want to not because you have to. Our goal is to get you there sooner rather than later.