Education & Events

Society has been programmed to think it’s “normal” to function in a specific way: get an education, get a job, give a percentage to the taxman, a percentage to insurance policies, and save whatever is left so that you can start building your life.

Uncovering Industry Secrets

FinServe specialises in thinking out-of-the-box, and approaching problems in an Unorthodox way to come up with the most innovative and effective solutions specific to Your needs.

This has resulted in a variety of essential and valuable wealth related information being designed and packaged into seminars, that promise to be informative and concise so that You are empowered to think differently.

  • BEE Level 1
  • Seminars
  • Workshops
  • Training

Upcoming Events

17
Oct

Property & The Journey to Financial Freedom - What You Need to Know

Join us on Thursday 17 November 2016 in Cape Town and discover an unorthodox journey to financial freedom!   Property & The Journey to Financial Freedom What you will discover, Why property is one of the best investments in the world 7 Rules every property investor must know before investing in property Is Debt really...
26
Apr

Moving Motor Vehicles To The Family Trust

By Jameel Dalvi (Group Director) The purpose of the Family Trust is to own all paid-up, risk-free assets. These include furniture, motor vehicles and certain investments (non-property). The Family Trust also represents the centre-point of a structured Last Will & Testament and Life Insurances. Unfortunately, unlike furniture which is quick and easy to transfer...
13
Apr

Panama Papers

By Michael Dryden (Group Director) The recent leak of confidential information from a prominent legal firm in Panama has created quite a stir in the media and the tax fraternity. There have been many headlines that give the impression that anyone who had utilized structures in these ‘tax havens’ are in big trouble with...

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