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

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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.

Sent to investment advisor

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.

Sent to short-term specialist

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.

Sent to admin personnel

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!

Sent to short term specialist

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.

Sent to medical aid specialist

Wow Andrew, You truly are the master! Thank you for everything you have done to assist with this!

Sent to life cover advisor following successful claim paid

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.

Sent to admin support

Wow! You are utterly amazing! Thank you so much for the amazing service and assistance with such ease.

Sent to short term admin

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!

Sent to life cover advisor

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.

Sent to medial aid specialist

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!

Sent to admin personnel

You’re great at explaining things, thank you! And your patience for a person like me is amazing!

Sent to investment adviser

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.

Sent to admin personnel

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.

Sent to admin personnel

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 🙂

Sent to medical aid specialist

WHO WE ARE

MEET OUR TEAM

finbofs-profile-andrew

ANDREW VAN DAM

Director,
CFP™

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. 

finbofs-profile-jared

JARED VAN DAM

Director
Bcom Fin, Bcom Hnrs Man Acc

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.

finbofs-profile-faith

FAITH BEETGE

Certified Independent Financial Advisor
Postgraduate Dip Financial Planning (NQF 7)

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.

finbofs-profile-toni

TONI MAZEN

Financial Planning Practitioner
LLB Hons

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. 

finbofs-profile-chris

CHRIS DIACK

Financial Planning Practitioner
B Sc  Maths & Math Stats

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..

finbofs-profile-jess

JESSICA CAMPBELL

Operations
Diploma in Law (NQF6) / Paralegal Diploma UJ

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

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

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]
 

Richard is organized and  conscientious, especially when it comes to the finer details. He finds great satisfaction in helping others and strives for the best outcome and experience for his clients.

SHANNON ROBBINS

Administrator and Marketing

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

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

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

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.

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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.

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JOIN THE TEAM

CONNECT WITH US

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

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Read our Confidentiality Policy

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.