We are of service to people from all walks of life who aspire to build and manage their personal finance. Our aim as The Finance Buddy is to help you with those day-to-day money decisions related to South African finance matters.
We help you improve your Financial Wellness by:
Helping you invest your money wisely
Helping you ensure that you have enough money when you retire
Helping you convert your assets into a tax-efficient and sustainable income stream when you retire
Ensuring that you have a well-planned estate and do not pay any unnecessary fees and taxes
Ensuring that you have a robust will in place
Protecting your ability to earn an income
Protecting you from massive medical costs
The aim of The Finance Buddy is simple – to support people with information to learn how to manage their finances and tackle debt. We provide a variety of straightforward solutions that cover a wide range of topics. We explain exactly how financial products work, as well as what your rights are when dealing with debt.
We aim to give our clients everything they need to know to make informed decisions about their own situations.