Adfinity Financial Services

Adfinity Financial Services An Authorised Financial Services Provider We provide financial solutions and services to a broad range of individuals. How do we protect your interests?

About Us
Adfinity Financial Services is an Authorised Financial Services Provider (FSB No. 2758) dedicated to protecting and increasing the wealth of South Africans at every stage of their lives. Because we’re independent and aligned with leading financial Business Partners, we’re able to offer a comprehensive portfolio of financial solutions that fit the unique profile of our individual and busin

ess clients. Our Mission is to create long-term partnerships with clients by actively managing their financial objectives to maximise their financial freedom. Holistic Solutions for Individuals and Businesses
Fundamental to the success of your financial future is a Financial Advisor that understands your objectives and challenges. These include those who have just received their first pay-cheque, to those securing their family’s future, providing for their retirement, or investing in local and offshore markets; as well as businesses – from SMME’s to complex family entities. Compliance & Accreditations
We are committed to high ethical standards of business to ensure the best service levels to our clients. We comply with all FAIS legislative requirements and regular external audits are conducted by Moonstone Compliance (Pty) Ltd, approved by the Financial Services Board. Our Financial Advisors are authorised by the Financial Services Board (FSB). We accept responsibility for financial services rendered within agreed mandates and hold professional indemnity insurance on behalf all of our Financial Advisors. We have heart. The projects we support include:
For the young – Somerset Hospital Children unit:
An annual donation to the Somerset Hospital Children’s Unit
For the elderly – Protea Retirement Home
Gift packs for all residents and staff of the The Protea Retirement Home during festive season. For nature – Adfinity GO GREEN:
Use of technology in our daily operations to reduce our carbon
footprint. In 2013 we managed to recycle paper equivalent to three trees. For humanity – donations to the National Sea Rescue (NSRI)
Donations towards rescue equipment, fuel and maintenance. The rescue crew are volunteers at 35 Rescue bases countrywide, who respond 24/7/365 to save South African lives.

Achieving long-term financial success isn’t just about picking the right products. It’s about having a solid plan to rea...
10/02/2026

Achieving long-term financial success isn’t just about picking the right products. It’s about having a solid plan to reach your unique financial goals and aspirations, a trusted partner, and the confidence that you are steering in the right direction.

Whether you are saving for specific goals, creating wealth, planning for retirement, or building generational wealth, Adfinity offers more than advice. We offer expert guidance, clarity, structure and a relationship you can count on.

We would like to wish our Adfinity family a happy and prosperous Festive Season!May this time be filled with love, peace...
25/12/2025

We would like to wish our Adfinity family a happy and prosperous Festive Season!

May this time be filled with love, peace, and happiness.

With the new year just around the corner, there is no better time than now to start making some financial resolutions.He...
31/12/2024

With the new year just around the corner, there is no better time than now to start making some financial resolutions.
Here are some resolutions you can put in place this new year:

1) Try to save more money every month - putting aside small amounts often can help in the long run.
2) Create a personalised budget - this will help you to track where your money is going every month and will help you to know where to save more.
3) Pay off your credit card (if you have one).

Setting these goals is a great first step to improving your finances, the next is to implement them.

We would like to wish our Adfinity family a happy and prosperous Festive Season!May this time be filled with lots of lov...
25/12/2024

We would like to wish our Adfinity family a happy and prosperous Festive Season!

May this time be filled with lots of love, peace, and happiness.

Over the holiday season, many people can fall into the trap of overspending, which in turn leads to debt.Sometimes it be...
17/12/2024

Over the holiday season, many people can fall into the trap of overspending, which in turn leads to debt.

Sometimes it becomes all too easy to just whip out your credit card and buy whatever you want. Avoid digging out your credit card and rather stick to using cash only. If you can't afford it with cash, then don't buy it! This way you will know exactly how much you have left and won't put yourself into debt.

Following this method will also help ensure that you're covered when Janu-"worry" comes around.

When it comes to holiday shopping, the first thing that should come to your mind is budgeting. Budgeting is the best too...
12/12/2024

When it comes to holiday shopping, the first thing that should come to your mind is budgeting. Budgeting is the best tool you can use to avoid overspending this holiday season.

Here are a few steps you can put in place:

1) Plan your budget in advance - it doesn't have to be precise - a rough estimate is a good start.
2) Create your shopping list - make a list of everything you might possibly need.
3) Use your list and stick to your budget as best as possible - try not to overspend on items, and if you do, try to spend less on others.

At retrenchment, you have the option to transfer 100% of your retirement capital. Adfinity can assist you in finding the...
03/12/2024

At retrenchment, you have the option to transfer 100% of your retirement capital. Adfinity can assist you in finding the most suitable, approved retirement product that will ensure that no tax is deducted upon the transfer of retirement capital from your employer's fund.

Get in touch with one of our financial advisors today to find out more: https://adfinity.co.za/contact-us/

When you meet with us to discuss unexpected retrenchment or early retirement, we will help you to formulate a comprehens...
28/11/2024

When you meet with us to discuss unexpected retrenchment or early retirement, we will help you to formulate a comprehensive plan that addresses your unique concerns.

We will address issues such as your company packages, as well as your retirement fund options.

Get in touch with one of our advisors today to learn more: https://adfinity.co.za/contact-us/

If you have been retrenched or have to take early retirement, you probably have some tough decisions to make.The reality...
26/11/2024

If you have been retrenched or have to take early retirement, you probably have some tough decisions to make.

The reality is that the decisions you make will have an everlasting impact on your family's financial security. These decisions need to be based on facts that provide you with the most suitable outcome for your unique situation.

It is important that you obtain reliable advice and partner with a company that understands your needs and challenges. Get in touch with one of our advisors today to secure your financial independence: https://adfinity.co.za/contact-us/

Preservation funds are suitable if you already have retirement savings from an employer’s retirement fund and you want t...
29/10/2024

Preservation funds are suitable if you already have retirement savings from an employer’s retirement fund and you want to preserve these savings on leaving the employer.

Before reaching retirement, whenever you have the option to withdraw from an employer’s approved pension or provident fund, you can transfer your withdrawal benefit to a Preservation Pension Fund or Preservation Provident Fund.

Follow this link to find out more about Preservation Funds:https://adfinity.co.za/.../07/Preservation-funds_2021_v2.pdf

If you are investing for the long term, or if you are already paying income and capital gains tax, the tax-free savings ...
25/10/2024

If you are investing for the long term, or if you are already paying income and capital gains tax, the tax-free savings account could be the ideal product to boost your investment and retirement savings.

All investment returns earned on a tax-free savings account are free from income tax, dividend withholding tax and capital gains tax. Is a tax-free savings account suitable for your needs?

To find out more about Tax-Free Savings Accounts (TFSA's), follow this link:https://adfinity.co.za/.../53/2021/09/TFSA_2021-v3-1.pdf

Address

2nd Floor Imperial Terraces, Tyger Waterfront, Carl Cronje Drive
Bellville
7530

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

Telephone

0219146863

Website

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