At PFN Financial Services, we specialize in navigating the complexities of financial planning to help individuals and businesses unlock their full financial potential. Established in 2002, we have built a reputation for excellence, offering a comprehensive range of insurance and investment solutions tailored to meet the diverse needs of our clients.
As an independent financial services provider, we are committed to delivering personalized, strategic, and forward-thinking financial guidance. Our expertise spans risk management, wealth creation, retirement planning, and corporate financial solutions, ensuring that our clients receive well-rounded financial security and growth opportunities.
At PFN Financial Services, we provide a full suite of financial solutions designed to protect, grow, and manage your wealth. Our services include:
- Business Insurance – Safeguard your business with Key Man Insurance, Buy-and-Sell Agreements, and Contingent Liability Plans, ensuring continuity and financial security.
- Personal Insurance – Protect your family and future with Life Cover, Disability & Severe Illness Insurance, and Income Protection for financial stability.
- Health Care – Access quality healthcare with Medical Aid and Gap Cover to manage medical expenses effectively.
- Short-Term Insurance – Comprehensive coverage for personal assets (home, car, belongings) and business assets, ensuring financial peace of mind.
- Education Planning – Secure your child’s future with tailored education savings and investment strategies.
- Wills & Estate Planning – Plan for the future with Will Drafting, Testamentary Trusts, Estate Liquidity, Debt Elimination, and Funeral Plans to protect your legacy.
- Retirement Planning – Prepare for retirement with Pre-Retirement (Preservation Funds, Pension Funds, Retirement Annuities) and Post-Retirement (Living & Life Annuities) Solutions.
- Investments – Build wealth with Investment Strategies, Emergency Funds, and Flexible Saving Plans for financial growth and security.
- Employee Benefits – Support your workforce with Employee Pension Plans and Medical Aid, helping businesses retain top talent.
- Banking Solutions – Partnered with Discovery Bank, offering reward-driven banking tailored to your financial goals.
At PFN Financial Services, we prioritize integrity, professionalism, and tailored solutions, ensuring our clients achieve long-term financial security. Partner with us for a holistic approach to financial well-being.
Recognized by the Financial Services Board of South Africa and operating under FSP registration number 11087, PFN Financial Services adheres to the highest standards of regulatory compliance and ethical business practices. Our team of seasoned professionals is dedicated to empowering clients with informed financial decisions, safeguarding their future with trusted, transparent, and innovative solutions.
Partner with us and gain a financial ally committed to helping you achieve stability, security, and long-term success.
