InfoisInfo South Africa

Fidius
Insurance in Pretoria

www.fidius.co.za
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Remember you found this company at Infoisinfo 012 991520?

Address

Suite 2. Pretoria. Gauteng. 0043
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What you should know about Fidius

Investment Services in Pretoria, Financial Management in Pretoria, Business Consulting in Pretoria, Financial Services in Pretoria

The practice was founded by Arno Burger CFP® in 1991 and now hosts 2 post graduate qualified financial planners and a financial planning support staff compliment of 7. We lead our clients through the financial planning process, and focus on their personal needs and circumstances through clear information to make informed decisions on wealth creation, preservation and utilisation in their specific circumstances. Our qualified staff and established infrastructure offer a comprehensive financial planning and monitoring service to fulfill the specific needs of every client.Our services are rendered on a professional fee basis and all information on our costs, quotations and fee structures are provided to clients during the first complimentary consultation. Fidius is an independent, fee based, financial planning practice.

To lead our clients through the process of financial planning, meet and exceed their expectations. To increase clients’ wealth and optimise their chances of reaching their financial goals through in depth analysis and active investment management. To continuously identify and evaluate providers, products and risks. To set standards in the professional environment and to lead by example. We abide by a work and personal ethic of responsibility, accountability and mutual respect. Our actions are based on the truth and we believe in transparency. We conduct our business through respect and fairness. It is our opinion that professionalism and objectivity to the benefit of a client may be lost if the remuneration or fees is only earned through commissions if a product is sold. We have a common purpose and we work towards the same goals. Our skills are complementary and we acknowledge each other’s potential. Through our integrated team of financial planning administrators, income tax practitioners and financial planners we offer clients a comprehensive financial planning service. The ultimate goal is stable return on investments, eliminating downside risk and assuring peace of mind through continuous monitoring and understandable reporting. Investment portfolio management and monitoring of strategies over time. Investment structuring, income and portfolio management for real income over the entire planning term. To ensure dependants enjoy optimal benefits from sufficient assets prior to and after death and to meet the cash flow requirements of the deceased estate, distribution and specific bequests. Managing and control assets, costs and estate expenses, duties, liabilities and contracts. Testamentary and Trust planning to minimise costs, duties and taxes of dependant heirs. Constructive financial counsel to establish financial management and control. Protecting yourself, family, estate, business partners and assets against risks such as contingency liability through contracting and from a well informed point of view.
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Additional information

  Opening times Opening Closing
   Monday 8:00 AM 4:30 PM
   Tuesday 8:00 AM 4:30 AM
   Wednesday 8:00 AM 4:30 PM
   Thursday 8:00 AM 4:30 PM
   Friday 8:30 AM 4:00 PM
   Saturday Closed
   Sunday Closed

Payment methods we use:

  • Bank transfer
  • Bank check

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