Adfinity Financial Services
Financial Services in Cape Town

Because we’re independent and aligned with leading financial Business Partners, we’re able to offer a comprehensive portfolio of financial solutions that fit the unique profile of our individual and business clients. Fundamental to the success of your financial future is a Financial Advisor that understands your objectives and challenges. In 2013 we managed to recycle paper equivalent to three trees. Big, small or family-owned, we make your profits our priority. A personal portfolio administrator is appointed to each client. Clients can select the number of consultations required per year as part of the service agreement. We offer comprehensive estate planning and support. We also offer free storage of wills as part of our holistic approach to financial planning. With Advisors and Administrators offering over 90 years’ combined experience, the Adfinity Financial Services team covers all financial disciplines. Our team’s mission is to provide holistic solutions and build trusted, long-term relationships. Each Advisor manages a limited number of clients to ensure a more personalized approach with precise attention to detail. We understand and help define your financial needs and long-term lifestyle goals. With years of personal finance experience, Kosie’s Adfinity portfolio balances the needs of retired individuals protecting their hard earned wealth with helping the younger generation set financial goals to ensure their financial freedom. He provides specialist advice to individuals and businesses and makes a positive impact by offering services with precision and integrity. Garry has over 21 years’ experience as an Executive Director in the financial services industry and his varied background includes IT and business leadership roles. Will and Estate Planning are an integrated part of financial planning. Etienne has extensive experience as a lawyer and legal advisor, as well as in financial planning, tax planning and inter vivos trusts. He is a dedicated family man and prides himself on helping clients to achieve their financial goals through personalised, professional advice. He rejoined Sanlam in 1995 as a broker consultant and was part of the structuring of the Glacier group. Working in the Financial Services industry for 10 years in various positions from administration to Financial Planner. The changing nature of money is only one facet of the financial services revolution. Lisa spent three years at Sanlam Head Office from 2009 to 2011 and re-entered the financial services industry in 2014 with Adfinity. Financial freedom is available to those who learn about it and work for it. In the Financial Services Industry since 2004 working at various institutions including life insurance and short term insurance.