In Addition to our Financial Plans, AFSAFIN also offers the following services
Investment Strategies
Did you set your investment Goals?
Do you understand market risk?
How will you grow and preserve your Wealth?
AFSAFIN gives you access to numerous investment platforms and brokerage account types, so we can help you build a portfolio designed to help you achieve your financial goals.
Insurance
Can you afford to lose your income?
Can you afford to lose your assets?
Will you be able to pay your Bills?
Taxes
Did you know that it is legal to avoid taxes by doing proper tax planning but that it is illegal to evade taxes?
Let us help you plan your taxes!
What investing strategies are you using to manage your taxes?
Estate planning & Trusts
Let us help you to minimise the cost in your estate to insure your wishes will be upheld and your legacy will live on.
When was the last time that you updated your will?
Will your loved ones be provided for?
What about funeral costs?
Cash & Liabilities
Do you have funds available in an emergency fund?
Do you know what the difference between bad and good debt is?
What interest rates are you paying on your credit cards, personal loans, overdrafts, etc.?
