WHAT WE DO
FINANCIAL PLANNING PRACTITIONERS
FinBofs.com provides professional financial advice to individuals and corporates.
LIFE INSURANCE
(Covers death, disability and severe illness)
INVESTMENTS
MEDICAL AID & GAP COVER
GROUP BENEFITS
COMMERCIAL AND DOMESTIC SHORT-TERM INSURANCE
WILLS & ESTATE PLANNING
FEEDBACK FROM OUR CLIENTS
Dear Andrew, I hereby wish to express my appreciation for your valued services in the past. Your advice on investments has proved to be wise and beneficial to the extent that I am now making use of your services as my personal “broker” in all my investments and financial adjustments. I have found your financial guidance practical and in my interests to the extent that I have been motivated to refer other investors to you for guidance. It must be noted that your approach has been professional, honest and logical. You have always made yourself available to care for my requirements promptly, which I view as the best service I have received on financial matters.
Thank you so much Sanette Strydom from FinBofs.com for the most amazing service, always friendly, professional and most helpful – carrying our best interest at heart….. You have absolutely changed our opinion and experience with Insurance Companies and brokers….. THANK YOU…!!!! Since we have changed our Insurance, we have never looked back and have saved so much in premiums and we have peace of mind. During this lock-down period it is imperative to cut costs wherever you can – this is a very good place to start….. I can truly recommend Sanette anytime to any person for Personal and/or Business Insurance.
I am ecstatic to report that the new tax certificate with the new tax directive has updated on eFiling and I was actually able to do a tax calc on eFiling this morning on my phone. As soon as I am back at my laptop, I am going to submit my return, before anything else goes wrong. I cannot thank you enough for the effort that you have gone to on my behalf.
Thank you so much for your assistance, Sanette, you’re the best! That I why I will never leave your side you are always there for us and we greatly appreciate it!
I would like to take this time to recognise Faith for her swift response and timeous service to a call made at short notice. Her kind and calm yet very reassuring approach is a trait that she should be proud of and it’s second to none. If you need advice and are not sure “Health-wise” what to do, drop Faith an email and the rest, as they say, is history.
Wow Andrew, You truly are the master! Thank you for everything you have done to assist with this!
Hi Chris, I have told my entire family how in times of need, there are still people out there that genuinely care and will go out of their way to help. I have told my family how much you have helped me. Thank you kindly.
Wow! You are utterly amazing! Thank you so much for the amazing service and assistance with such ease.
Hi Chris, Thank you very very much…..I cannot explain in words how grateful I am to you for making sure I get all the benefits…thank you very much!
I thank you for keeping my child safe from danger. I kept asking myself if I gave birth in a public hospital, would they have saved my child. He did not breath after birth and could only breath with a machine for three days He opened his eyes on day four and they could unplug the machine. Thank you once more for fighting for my child’s safety. Highly appreciated.
Thanks so much Chris!! You guys are amazing. Pieter asked me to please say thank you for him. He says he doesn’t know how to thank you enough!! I’m sure we can find a way!
You’re great at explaining things, thank you! And your patience for a person like me is amazing!
Hi Jessica, just wanted to say, thank you thank you so much for all your help in this regard! It seems crazy that one has to fight to get paid out for legitimate medical aid claims, so we really appreciate all your help.
Hi Jessica, just wanted to say, thank you thank you so much for all your help in this regard! It seems crazy that one has to fight to get paid out for legitimate medical aid claims, so we really appreciate all your help.
Hi Faith, Thank you so much for helping me with this, it’s an absolute pleasure working with someone so diligent who pays attention to detail when suggesting new plans 🙂
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
Certified Independent Financial Advisor
Postgraduate Dip Financial Planning (NQF 7)
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.
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 in the company is office management for KZN, and research into whatever is required most especially life and investment services for group benefits and individuals. His personality profile is amiable analytical..
JESSICA CAMPBELL
Operations
Diploma in Law (NQF6) / Paralegal Diploma UJ
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.
SANETTE STRYDOM
Commercial Short Term Broker
Commercial MMIII
RE/ NCF 5
email: Sanette@FinBofs.com
call: (+27) 83 631 6149
31 Years in the Insurance industry
Sanette has a passion for her clients and always has their interest at heart. Comments from her clients continue to prove this true. She will go the extra mile for people especially when in need. She’s known to see the bright side of life and its only her friendliness that exceeds her patient, hardworking service.
TAMARA HAMBLIN
Short Term Insurance Specialist
Personal and Commercial lines
NQF4 / 15 Years Experience
email: Tamara@FinBofs.com
call: (+27) 82 865 2386
Tamara is self-motivated, loyal, and fair individual, who thrives on maintaining high levels of customer satisfaction. She always has her clients’ best interests at heart and will always try to go above and beyond to assist. Her focus within the company is that of Short-Term Insurance for both personal and commercial, in the Kwa-Zulu Natal region.
RICHARD HOSKEN
Financial Advisor
[Cape Town]
email: Richard@FinBofs.com
call: (+27) 72 477 9766
SHANNON ROBBINS
Administrator and Marketing
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 that of being resourceful and creative, approaching things with imagination and willing to work hard to accomplish a task. Her focus in the company is that of admin support within the KZN office, calendar management and marketing.
CARLI RHEEDER
Short-Term Insurance Administrator
email: Carli@FinBofs.com
call: (+27) 76 245 7774
An open-minded and curious personality, who tries to see all viewpoints before making any decisions. She loves people and is willing to put others before herself, which makes her an asset in the insurance business. Her focus within the company is assistance and administration support, on the Short-Term Insurance team, in the Johannesburg office. Carli has become part of the FinBofs team, backed by work experience and a positive outlook. She is also being trained to offer advice on long-term insurance.
KIMBERLEY ROBBINS
Administrator and Data Analyst
email: Kimberley@FinBofs.com
call: (+27) 83 287 5916
A warm and diligent individual, who is efficient and gives careful attention to her work. Her focus within the company is that of generating reports and analyzing the data patterns, as well as assisting with administration on Life Cover and Investments. Kimberley has joined the FinBofs team with 12 years’ experience in data management and analytics.
ROBYN MAVHUSA
Medical Aid and Gap Cover Administrator
email: Robyn@FinBofs.com
call: (+27) 84 998 4030
Robyn is a ‘Prospective’ personality type, which allows her to be flexible when dealing with unexpected challenges, as well as to evaluate things relentlessly – this is a vital skill needed for her work in administrative management within the Medical Aid and Gap Cover sector of FinBofs. She joins the company with work experience and a ‘can-do’ spirit.
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.
CONTACT US
Durban Office:
Tel: (+27) 31 764 1645
Cell: (+27) 82 890 1812 (Chris Diack)
Johannesburg Office:
Tel: (+27) 10 822 8485
Cell: (+27) 73 367 2912 (Jessica Campell)
Cape Town Office:
Tel: (+27) 21 137 5416
Cell: (+27) 72 477 9766 (Richard)
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.