Fidius
Insurance in Pretoria
www.fidius.co.za
Address
Suite 2. Pretoria. Gauteng. 0043Are you the owner or manager of this company?
What you should know about Fidius
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
Payment methods we use:
- Bank transfer
- Bank check
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