Financial management and planning

Financial fitness is not a pipe dream or a state of mind.
It’s a reality if you are willing to pursue it and embrace it.
~ Will Roninson

Let our expert financial wellness practitioners, with their extensive knowledge of the finest financial products available, ‘realise your vision’ of financial peace of mind for you and your family.

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    The financial management and planning division of MFI falls under MFI Trust (Pty) Ltd, who specialise in the following financial services sectors:

    • Estate planning

    • Long-term insurance

    • Consultations

    • Investments

    • Offshore investments

    • Wills

    • Trusts

    • Deceased estates

    MFI Trust (Pty) Ltd is an accredited Financial Services Provider, licensed under the Financial Services Board of SA, Licence No. 12045. The company is an Authorised Financial Service Provider for the following products:

    • Long-term insurance; Category A, B and C.
    • Retail Pension Benefits
    • Pension Funds Benefits
    • Participatory interests in Collective Investments Schemes
    • Health Services Benefits
    • Deposits defined in the Banks Act.

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