Fingroup & Associates has been trusted by South African families and businesses for over 40 years — delivering independent, fee-based advice on investments, retirement and estate planning.
At Fingroup & Associates, we carefully select the best providers through rigorous comparisons and decades of experience — so you don't have to.
Pension, provident and retirement annuity structuring to ensure you retire with confidence and financial security.
Enquire →Portfolio construction and ongoing management across local and offshore markets, tailored to your risk profile.
Enquire →Life, disability and income protection solutions to safeguard your family and business from unforeseen events.
Enquire →Will drafting, trust structuring and estate administration to ensure your legacy is protected and your wishes honoured.
Enquire →Strategic structuring of investments and income to minimise tax liability while remaining fully compliant with SARS.
Enquire →Key person cover, buy-and-sell agreements and succession planning for business owners and their partners.
Enquire →All advice is documented in accordance with an engagement contract. We make the best possible selection of companies to entrust with your funds, estate plans and risk cover — chosen through both mathematical comparisons and decades of experience.
Book a free consultationWhether you have a question or are ready to start planning, reach out to us directly — we're here to help.