QUOTE OF THE DAY "And now we welcome the new year. Full of things that have never been." – Rainer Maria Rilke www.empfinsolutions.co.za #NewYearInspiration #FreshBeginnings #MotivationalQuotes #PositiveVibes #DreamBig #NewYearNewYou #SuccessMindset
Empfin Solutions
Financial Services
Cape Town, Western Cape 85 followers
An accredited Old Mutual Agency Franchise
About us
As an Old Mutual Agency franchise, EMPFIN SOLUTIONS CC offers advisors a roadmap to success in building their practices and achieving positive outcomes for their clients through greater efficiencies and superior support. EMPFIN SOLUTIONS CC operates under the OM FSP License. This partnership with Old Mutual enables EMPFIN SOLUTIONS CC to provide their advisors with best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. In this environment of entrepreneurship, franchisees are able to work for themselves, while never being by themselves. With the freedom to craft their own ethos and spend more time with their clients, they are enabled in growing their brand with the aid of hands-on guidance and support, as well as the latest technology-driven business submission processes and tracking.
- Website
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http://www.empfinsolutions.co.za
External link for Empfin Solutions
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cape Town, Western Cape
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Umbrella Retirement Funds, Financial Planning, Investments and Savings, Retirement Planning, Short-Term Insurance, Educational Planning, Funeral Cover, Risk Cover, Wills and Trusts, and Loans from Old Mutual
Locations
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Primary
Unit 5, Canal Edge Three
4 Fountain Road, Tyger Waterfront, Tyger Valley
Cape Town, Western Cape 7530, ZA
Employees at Empfin Solutions
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Andre Claassens CFP®, MBA
As an accredited Old Mutual Agency Franchise owner and Entrepreneur, I am dedicated to do great things every day.
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Lionel Claassens
Financial Adviser at Empfin Solutions
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Mark Dotchin
Corporate Advisor Empfin Solutions, Old Mutual Franchise
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Hannes Norval
As an accredited Old Mutual Agency Franchise Principal and Entrepreneur, I am dedicated to do great things every day.
Updates
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THANK YOU! "To our valued clients, thank you for your unwavering support throughout 2024. We wish you a prosperous and blessed year ahead and look forward to serving you again in 2025." www.empfinsolutions.co.za #ThankYou #ClientAppreciation #GratefulHeart #EmpfinSolutions #SupportMatters #BlessedYearAhead #BusinessGrowth #PartnershipsThatMatter #LookingAheadTo2025 #TrustedTogether #YourSuccessOurGoal
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HOW CAN YOU ENSURE YOUR FINANCIAL NEEDS ARE MET EFFECTIVELY AS A NEWLYWED COUPLE? Embarking on this new chapter together as newlyweds brings both excitement and responsibility. Your financial journey as a couple is as unique as your love story. Here's why personalised financial planning is crucial for your happily ever after: 📍MERGING FINANCES: As you unite your lives, merging finances becomes a priority. Personalised financial planning helps you navigate this process seamlessly, ensuring you're both on the same page when it comes to budgeting, saving, and investing for your future together. 📍SETTING JOINT GOALS: From buying your dream home to planning for future adventures, setting joint financial goals strengthens your bond and provides a roadmap for your shared aspirations. With personalised planning, you can align your aspirations and create a strategy to achieve them together. 📍PLANNING FOR THE FUTURE: Whether it's starting a family or pursuing career advancements, personalised financial planning takes into account your unique circumstances and aspirations. It helps you prepare for life's milestones, ensuring financial security and peace of mind as you build your life together. Remember, your financial journey is as unique as your relationship. By crafting a personalised plan tailored to your needs and goals, you can embark on this new chapter with confidence and clarity. Let's start planning your happily ever after today: www.empfinsolutions.co.za #Newlyweds #FinancialPlanning #JointGoals #HappilyEverAfter #PersonalizedPlan
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HAPPY DAY OF GOODWILL On this special day, let us celebrate the spirit of kindness, compassion, and unity. A small act of goodwill can create ripples of positivity that touch lives far and wide. Together, we can build a world filled with love, understanding, and peace for all beings. Let’s take a moment to reflect, share, and spread joy—because every gesture of kindness makes a difference. www.empfinsolutions.co.za #DayOfGoodwill #GoodwillTowardAllBeings #BoundlessGoodwill #SpreadKindness #CompassionateLiving #UniversalLove #PeaceAndGoodwill #HolidaySpirit #SeasonOfGoodwill
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QUOTE OF THE DAY "Christmas waves a magic wand over this world, and behold, everything is softer and more beautiful." —Norman Vincent Peale www.empfinsolutions.co.za #Christmas #MerryChristmas #HappyHolidays #ChristmasTime
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TIP OF THE WEEK: MANAGING FINANCES DURING THE FESTIVE SEASON The festive season is a time of joy, but it can also lead to financial strain if spending isn't managed wisely. To help you maintain financial well-being during the holidays, consider these concise tips: 📍Set a Budget: ✅Determine Your Limit: Assess your finances to establish a realistic spending limit for gifts, decorations, and festivities. ✅Allocate Funds: Divide your budget into categories (e.g., gifts, food, travel) to ensure balanced spending. 📍Make a List and Prioritize: ✅Identify Recipients: List everyone you plan to gift, assigning a specific amount to each. ✅Focus on Essentials: Prioritize necessary expenses over discretionary ones to avoid overspending. 📍Shop Smart: ✅Compare Prices: Utilize online tools to find the best deals and consider shopping during sales. ✅Consider Second-Hand Options: Explore platforms like Facebook Marketplace for quality pre-owned items at reduced prices. 📍Use Cash When Possible: ✅Avoid Credit Pitfalls: Paying with cash can help you stick to your budget and prevent accumulating debt. 📍Get Creative with Gifts: ✅DIY Presents: Handmade gifts can be meaningful and cost-effective. ✅Experience-Based Gifts: Offer experiences or services instead of physical items to create lasting memories. 📍Plan for Next Year: ✅Start Early: Consider opening a dedicated savings account to set aside funds throughout the year for holiday expenses. By implementing these strategies, you can enjoy the festive season without compromising your financial health. www.empfinsolutions.co.za #HolidayBudgeting #FestiveSeasonTips #SmartSpending #FinancialWellbeing #BudgetingTips #HolidaySavings #MoneyManagement #FinancialPlanning #DebtFreeHolidays #SeasonalBudgeting
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LIFE INSURANCE: A NECESSARY CAUTION When planning for retirement, we tend to focus solely on pension and investments. Often life insurance is viewed as an optional expense. But in today’s uncertain world we face rapidly changing global circumstances, economic instability, and ever unpredictable health risks. All these factors emphasize a need to secure financial protection for our families should we pass away – and life insurance emerges as a key financial safety net able to safeguard dependents while offering the stability they will need to navigate a complex world. Read more here: #RetirementPlanning #LifeInsurance #FinancialProtection #GlobalChanges #EconomicStability #HealthRisks #SafetyNet #FamilySecurity #InvestmentStrategies #PeaceOfMind
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🤝 Day of Reconciliation: Building Bridges Together 🌍 At Empfin Solutions, we believe reconciliation is not just a word—it’s an action, a commitment, and a journey. Today, we celebrate the power of collaboration and understanding, both in our workplaces and in our communities. The Day of Reconciliation reminds us that by embracing diversity and fostering dialogue, we can overcome challenges and create meaningful solutions for a brighter future. As a company that values partnerships and innovation, we are proud to play our part in shaping a South Africa where everyone thrives. On this special day, let’s: Reflect on the past with honesty and respect. Recognise the strength in our shared humanity. Renew our dedication to building inclusive and equitable opportunities for all. Together, we can achieve so much more. Let’s continue to inspire change and unity in everything we do. #DayOfReconciliation #TogetherWeThrive #EmpfinSolutions #UnityInDiversity
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Estate planning is more than just drawing up a will, or making a cashflow analysis; Estate planning is: - making sure that the wishes you have in your will can be executed - making sure that there are sufficient funds for your loved ones - making sure that your estate planning is tax-efficient. www.empfinsolutions.co.za
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#ThoughtoftheDay "It’s not the things we acquire or achieve that bring fulfillment, but the relationships we nurture and the peace we cultivate within ourselves." Take a moment to appreciate the connections in your life and reflect on what truly brings you joy and balance. www.empfinsolutions.co.za