Our Mission
We are five years into the Next Generation of Safinco. Our mission is to help individuals and corporates alike take control of their assets through a holistic approach to Financial Management. Simply put, it is about managing your income in the most efficient way possible. This starts with your budget, optimising your taxes, and building financial security in the event of disability, for your loved ones in the event of death, and most importantly, creating wealth to support your goals, dreams and financial independence.
At Safinco, we provide personal analysis of your financial situation. We help open your mind to the challenges and opportunities life may present and assist you in planning the management of your money. Our practice is centred on mentoring, coaching and implementing your plan, because it is all about you.
We have formed strategic alliances with highly qualified professionals across all major financial disciplines. This has enabled us to deliver bespoke and specialised programmes to clients at every stage of life. From young graduates and small business owners to those preparing for retirement and beyond, we support a wide range of financial journeys.
With over 60 years of combined experience and a deep knowledge of financial services both locally and globally, Safinco has created wealth and security for many clients over the decades.
Safinco is not just about managing finances. We are here to partner with you and mentor you, to help you make informed decisions and plan your future with confidence.
Safinco. The Next Generation of Financial Management.
Services
At Safinco, we’re committed to helping you take control of your financial future with clarity and confidence. Our comprehensive range of services is designed to meet the needs of individuals, families, and businesses alike — whether you’re planning for the long term, managing current wealth, or protecting your legacy.
We provide expert support across Financial Planning, Wealth Creation, Retirement and Estate Planning, Tax Strategy, and Business Risk & Investment services. Each offering is guided by trusted advisors who tailor their approach to your unique goals and lifestyle. From setting a foundation for financial growth to managing complex portfolios and intergenerational wealth, Safinco brings the insight and strategy to help you thrive.
Explore our services to see how we can help you move forward — with purpose, precision, and peace of mind.
We listen to your goals, to help you realise your dreams
Safinco has over 60 years of professional financial management experience. Book your free consultation with us today. Let us help you redefine your understanding of wealth creation.
Our Programmes
At Safinco, every portfolio we offer is bespoke — carefully tailored to your life stage, financial goals and risk profile. We believe that personal and corporate finances deserve intentional design, expert oversight and proactive strategy. Our suite of programmes provides structured guidance while remaining flexible and adaptive to your needs. From foundational protection to complex investment strategies, each programme is built on clarity, efficiency and long-term value.
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The Whole Person Portfolio seeks to provide a complete and detailed financial
analysis and solutions. It co-ordinates personal and/or corporate portfolios in a tax
efficient manner, and is operated by a team in each discipline, including Financial
Advisors, Accountants, and tax practitioners through one portal.
The Circle of Life is based on the traditional Financial Planning process which seeks
to create and/or incorporate existing foundations in an optimized manner and
prepare the individual or corporate for long-term life changes, and enable a
successful outcome in personal financial planning.
The 4-in-1 Programme is an entry-level portfolio covering financial planning for
Death, Disability, Sickness and Accident. It creates a sound foundation on which to
build a long-term affordable portfolio.
The 3-in-1 Programme is a Wealth Creation which seeks to provide individuals and
corporates with a proactive, tax efficient and optimized investment portfolio for
the short, medium and long term, utilising our 3 Pillars being 1, 2 and 3. It is
suitable for all ages, from birth to death, and all life stages.
Employer-driven fringe benefits to foster and retain long-term service and skills
“Coming soon”
Our Network
Safinco operates at the centre of a carefully curated professional network. We believe that exceptional financial outcomes are rarely achieved alone — they are the result of seamless collaboration across disciplines. That is why we have built long-standing partnerships with trusted institutions, both in South Africa and abroad.
Our network includes leading banks, insurance providers, asset managers, tax specialists, legal professionals and fiduciary experts. These alliances allow us to offer our clients access to premium financial products, sound legal structuring, estate and succession planning tools, and cutting-edge technology. More importantly, they allow us to bring world-class solutions together under one roof, streamlining complexity while maintaining the highest standards of integrity and performance.
Troy Laas of Shepherd Advisory (Pty) Ltd t/a Consult Featherbrooke
Southern Right Incorporated & Southern Right Financial Solutions
Ninety One Platform Local & Global
Sanlam Private Wealth & Sanlam Glacier Local & Global
Momentum Securities & Momentum Wealth Local & Global
PPS & PPS Invest
Discovery Bank
- Investec Bank Local & Global
Standard Bak International
First National Bank International
Currency Partners – foreign exchange
Morningstar
Allan Gray
Coronation
Nedgroup
Ranmore UK
Contact Us
We’d love to hear from you. Fill out the form and a Safinco advisor will be in touch to assist with your financial goals.
📧 info@safinco.co.za
Safinco is a registered and licensed Financial Services Provider, FSCA No. 50407. We guarantee to abide by the Code of Conduct as dictated by the Financial Advisor Intermediary Services Act (FAIS). The practice is required to gather personal information in order to conduct investigations and/or process new business. This process is in terms of the Financial Intelligence Centre Act (FICA) and the Protection of Personal Information Act (POPIA). Our Compliance Officers are Masthead.
No information supplied to us verbally or in writing will be disclosed to any unauthorised third parties and will be used for the intended purposes only. The practice carries Professional Indemnity. In the event of any dispute not being resolved, you may contact the Ombud for Financial Services.