Category Services

Investment planning is the process of matching your financial goals with your financial resources.

CSfin assists you in coordinating your financial goals and objectives with your financial means. It is an important component of holistic financial planning. The most commonly used investments are investments in cash, equities, bonds and property. These assets are normally packaged in unit trust funds managed by large investment firms with long track records of success.

We manage investments on a client specific basis. We consider your personal circumstances, objectives and risk tolerance when we construct your financial plan. Investments are managed in a tax efficient way to ensure optimal after-tax returns. read more

Retirement planning is the process of determining retirement income goals and the necessary decisions to achieve those goals.

Retirement planning is the process of identifying sources of income, estimating expenses, implementing a savings program and managing assets…

“When it comes to retirement planning, it’s never too early to start saving”.

CSfin develops pathways to financial freedom by compiling tax efficient saving strategies and optimal investment portfolios.

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. The more you invest and the earlier you start means your retirement savings will have that much more time to grow. read more

Post retirement planning refers to the process of matching all the assets that a person has accumulated during their working life to their financial and lifestyle goals, needs and aspirations as they go into their retirement years. read more